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TERRY LYNN ROBERTS

Advisory

TX

Data as of Dec 1, 2022 · Source: SEC Form ADV

Rank in TX
#1,948
of 2,813 advisers by AUM
Average account
$212K
across 152 accounts
AUM per adviser
$32M
1 adviser

Source: SEC Form ADV. Figures as filed Dec 1, 2022.

Total AUM
$32M
Discretionary %
0%
Clients
67
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$32M
Discretionary AUM$0
Non-Discretionary AUM$32M
Discretionary %0%
Total Clients67
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndOctober
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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