P.f. Roberts & Associates

P.f. Roberts & Associates (CRD# 151711) is a financial advisory firm headquartered in , . They manage $58,508,855 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.pfrobertsandassociates.com
By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $740,618
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at P.f. Roberts & Associates
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Roberts, financial advisor Islamorada FL
Patrick F. Roberts
CRD#: 1426307
Islamorada, FL

Patrick Roberts (CRD# 1426307) is an Investment Advisor Representative working at P.f. Roberts & Associates in Islamorada, FL and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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