$81.4M Total AUM
$7.3M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-18-2010
- Office Locations
- 1
Office Locations
-- Islamorada FL
About P.f. Roberts & Associates
P.F. Roberts & Associates is a boutique Islamorada, FL investment advisory firm providing asset management and portfolio construction for retail and institutional clients, with an emphasis on entrepreneurs. Portfolios are built primarily with ETFs and index-oriented strategies, with some mutual fund and U.S. government/agency bond exposure. Reported primary custodian: Charles Schwab.
Team overview
-- AVG AGE
$81.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
P
PATRICK FRANCIS ROBERTS
Chief Compliance Officer, President
- CRD
- #1426307
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,343,707 | -- |
| Non-Discretionary | $74,032,153 | $364,522 |
| Total | $81,375,860 | $364,522 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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