Assets Under Management
$37.9M
Number of Clients
150
Number of Advisors
1
Average Client AUM
$253K
AUM per Advisor
$37.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
This brochure supplement provides information about James D. Roberts, who is associated with Jim Roberts Investment Advisors LLC and Centennial Securities Company. He is also a licensed insurance agent. The document discusses potential conflicts of interest and supervision.
515 Ship St., Suite 211, St. Joseph, MI, 49085