W
$28.7M Total AUM
$28.7M Disc. AUM
-- 3Y CAGR
3 Employees
158 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Lincoln Financial ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-29-2005
- Office Locations
- 1
Office Locations
13760 Noel Road, Suite 330 Dallas TX
About William Roane Skeeters, Inc.
William Roane Skeeters, Inc. is a Dallas-based RIA. The firm has been operating for 20 years. Managing $28.7M in total assets under management, with 1 advisory representatives. They custody assets with Lincoln Financial and Pershing.
Team overview
-- AVG AGE
$28.7M AVG AUM / ADVISOR
$181.7K AVG AUM / CLIENT
7.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
3 RIA Reps
20yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
WILLIAM ROANE SKEETERS
DIRECTOR, Owner, President
- CRD
- #425682
- Ownership
- 75% or more
Available
Available
Available
CHRISTINA MARIE BROYLES
TREASURER
- CRD
- #5439704
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,703,903 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,703,903 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Total | Available | Available |
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