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- Custodian
- Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-07-2014
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 300 clients, or 300 clients per representative. That equates to $126.4K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on January 31, 2023. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JAMES DANIEL ROBERTS
MANAGING DIRECTOR, President
- CRD
- #4909324
- Ownership
- Less than 5%
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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
SMA allocation detail is available
JIM Roberts Investment Advisors LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.