Hather, Robert K
RIASEC Registered
Total AUM
$10.1M
Discretionary
$10.1M
100% of AUM
Avg account
$722K
Accounts
14
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 139951
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hather, Robert K is a sole proprietorship run by Robert K. Hather that provides portfolio management for individual and small business clients. The practice charges fees as a percentage of assets under management and reports a client base composed of individuals and families. The adviser does not characterize itself as an ESG investor, is not registered as a multi-state adviser, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- US Government Bonds20%
Contacts
1 of 1Robert Hather
OwnerCRD 862855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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