P.f. Roberts & Associates

P.f. Roberts & Associates (CRD# 151711) is a financial advisory firm headquartered in Hollywood, FL. They manage $41,819,873 in 170 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    170
    ACCOUNTS
  • Average Account Value
    $245,999
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA

Financial Advisors at P.f. Roberts & Associates
Showing 1 - 1 of 1 top financial advisors.
1
Patrick F. Roberts
CRD#: 1426307
2324 Hollywood Blvd., Hollywood, FL 33020
93
Wealthminder
score

Patrick Roberts (CRD# 1426307) is an Investment Advisor Representative working at P.f. Roberts & Associates in Hollywood, FL and has over 31 years of experience in the finance industry.

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