Roberts, Glore & Co. is a large advisory firm based in Deerfield. It manages $592.94 million of regulatory assets for 1,015 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 14 other states.
Roberts, Glore & provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Roberts, Glore & Co. is $592.94 million. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Roberts, Glore & Co. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, other investment advisers, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jim Lance Calaway is high net worth individuals with 143 clients and $388.76 million of assets under management. Among the 11 most similar advisory firms, Roberts, Glore & has the 5th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $592.94 million for 355 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Roberts, Glore & doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jim Lance Calaway has been acting as President since 1 Oct 1993. Christopher James Ciupke joined the executive team most recently as the Assistant Vp.
The principal office where Roberts, Glore & Co. performs its advisory services is located at 707 Lake Cook Road, Deerfield, IL 60015, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 224-330-6980 or by fax 847-412-4885. The normal business hours are 8:00 a.m to 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at robertsglore.com.