Roberts Glore & Co is an investment advisor in Deerfield with $868.26 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
363279221
SEC advisor number
801-20667
FINRA CRD number
109792
AUM ?
$868.26 mm
(as of 11 Feb 22)
Accounts
1,077
(as of 11 Feb 22)
Employees
7
(5 investment advisory or research)
Address
Roberts Glore & Co
707 LAKE COOK ROAD
SUITE 210
DEERFIELD
IL 60015
707 LAKE COOK ROAD
SUITE 210
DEERFIELD
IL 60015
Office hours
Monday - Friday, 8:00 A.M TO 4:00 P.M.
Phone
2243306980
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Ciupke, Clemens, Peter | Treasurer | 12/1989 | 50-75% |
Calaway, Jim, Lance | President | 10/1993 | 25-50% |
Smythe, Byron, Jennings | Chief Compliance Officer | 05/2007 | 5-10% |
Ciupke, Christopher, James | Assistant VP | 11/2013 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Aug 24
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22