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- Custodian
- Betterment · Folio Investments · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Focus eagleAlpha +more
- Established Date
- 09-30-2014
- Office Locations
- 1
Office Locations
About Pembroke Asset Advisors, LLC
Pembroke Asset Advisors, LLC is a Henderson, NV registered investment adviser providing financial planning and portfolio construction to help clients make sense of markets, assets, and their financial plan. Client focus includes entrepreneurs. Portfolios are primarily ETF-based, with an emphasis on asset allocation, risk management, and socially responsible investing; supports custodians such as Betterment and Interactive Brokers.
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Owner & Executives
ROBERT MICHAEL STEWART MENZIES JR
Chief Compliance Officer, Chief Executive Officer, Founder, Owner
- CRD
- #6108712
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,149,748 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,149,748 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,149,748
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,333,102,019 | 44.0% |
| Cash | $436,287,933 | 14.4% |
| Public Funds | $1,260,387,363 | 41.6% |
| Total | $3,029,777,315 | 100.0% |