C
CRD: 142133
Christia LI Roberts
Stuart, FL
7725281088
$5.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2002
- Office Locations
- 1
Office Locations
-- Stuart FL
About Christia LI Roberts
Christia LI Roberts is a Stuart-based RIA. The firm has been operating for 24 years. Managing $5.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
$226.4K AVG AUM / CLIENT
24.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Owner & Executives
C
CHRISTIA LI ROBERTS
Owner, Registered Investment Advisor
- CRD
- #706344
- Ownership
- 75% or more
(380) 503-4411
quantum.catalyst@focuscapital.com
in linkedin.com/in/insight-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,660,746 | -- |
| Total | $5,660,746 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,660,746
Equity - Exchange:
17.8% Cash:
25.0% Other:
11.6% Corporate - Investment Grade:
19.9% Municipal Bonds:
25.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $371,308,192 | 17.8% |
| Cash | $521,500,270 | 25.0% |
| Other | $241,976,125 | 11.6% |
| Corporate - Investment Grade | $415,114,215 | 19.9% |
| Municipal Bonds | $536,102,276 | 25.7% |
| Total | $2,086,001,078 | 100.0% |