J
$37.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
300 ADV. Clients
11 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-07-2014
- Office Locations
- 1
Office Locations
515 Ship St. Suite 211 St. Joseph MI
About JIM Roberts Investment Advisors LLC
Jim Roberts Investment Advisors LLC is an independent RIA in St. Joseph, Michigan providing financial planning and wealth management, including retirement, tax and estate planning support, insurance planning, and portfolio construction. Portfolios use a mix of ETFs, public funds and private funds. The firm offers Investor-Connect access to market data, research and planning tools and custodies with Wells Fargo.
Team overview
-- AVG AGE
$37.9M AVG AUM / ADVISOR
$126.4K AVG AUM / CLIENT
11.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
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Asset Classes
Summit glacier Element Momentum ember
Client Personas
Delta foundation
Investment Themes
Unison oak Eagle
Investment Vehicles
Element vertex
Services
Frontier radial Vertex Pioneer north Vector catalyst Pioneer Focus quantum
Owner & Executives
JAMES DANIEL ROBERTS
MANAGING DIRECTOR, President
- CRD
- #4909324
- Ownership
- Less than 5%
(429) 870-6117
eagle.momentum@bridgecapital.com
in linkedin.com/in/ridge-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $37,925,422 | -- |
| Total | $37,925,422 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,925,422
Public Funds:
25.2% Equity - Exchange:
9.4% Private Funds:
28.6% Cash:
36.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,080,526,181 | 25.2% |
| Equity - Exchange | $403,053,417 | 9.4% |
| Private Funds | $1,226,311,459 | 28.6% |
| Cash | $1,577,911,247 | 36.8% |
| Total | $4,287,802,304 | 100.0% |