P
$15.3M Total AUM
$15.3M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-16-2015
- Office Locations
- 1
Office Locations
-- Tiburon CA
About Probert Investment Advisers, LLC
Probert Investment Advisers, LLC is a Tiburon-based RIA. The firm has been operating for 11 years. Managing $15.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$15.3M AVG AUM / ADVISOR
$7.7M AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
C
COLIN C PROBERT
President
- CRD
- #6444944
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,349,573 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,349,573 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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