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ROBERTS, GLORE & CO.
ROBERTS, GLORE & CO.
DEERFIELD, Illinois
·
4 registered advisors
·
CRD# 109792
SEC# 801-20667
0
224-330-6980
01
Firm Overview
AUM
$790M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ROBERTS, GLORE & CO.
4 registered advisors
Byron Jennings Smythe
DEERFIELD, Illinois
CRD# 4538197
Christopher James Ciupke
DEERFIELD, Illinois
CRD# 5011706
Clemens Peter Ciupke
DEERFIELD, Illinois
CRD# 2074981
Jim Lance Calaway
DEERFIELD, Illinois
CRD# 2453853
05
Office Locations
DEERFIELD, Illinois
4 advisors
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Data sourced from SEC Form ADV filings. ROBERTS, GLORE & CO. (CRD# 109792) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.