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).
Total Assets Under Management42MILLION
Total Number of Accounts170ACCOUNTS
Average Account Value$245,999
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
Patrick Roberts (CRD# 1426307) is an Investment Advisor Representative working at P.f. Roberts & Associates in Hollywood, FL and has over 30 years of experience in the finance industry.