Robertson Investment Management
Robertson Investment Management (CRD# 115425) is a financial advisory firm headquartered in Houston, TX. They manage $434,418,252 in 1,971 accounts and serve the financial needs of clients across 5 states (or territories).
-
Total Assets Under Management434MILLION
-
Total Number of Accounts1,971ACCOUNTS
-
Average Account Value$220,405
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA, CO, LA, NY, TX
Robert Kasten (CRD# 1009160) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 42 years of experience in the finance industry.
John Langston (CRD# 1364931) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 38 years of experience in the finance industry.
Patrick McGill (CRD# 6313505) is an Investment Advisor Representative working at Robertson Investment Management in Oceanside, CA and has over 9 years of experience in the finance industry.
Frederick Mecklenburg (CRD# 726227) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 43 years of experience in the finance industry.
Chase Robertson (CRD# 5404845) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 7 years of experience in the finance industry.
Ellias Stabinsky (CRD# 1571758) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 37 years of experience in the finance industry.
Dawn Trammell (CRD# 1584606) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 37 years of experience in the finance industry.
Sonia Joao (CRD# 4852666) is an Investment Advisor Representative working at Robertson Investment Management in Houston, TX and has over 4 years of experience in the finance industry.