ROBERTS, GLORE & CO.
SEC Form ADV profile.
Total regulatory AUM
$938,401,916
Discretionary
$686,156,237
Non-discretionary
$252,245,679
Firm details
- CRD number
- 109792
- SEC file number
- 801-20667
- Main office
- DEERFIELD, IL, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.