Roberts, Glore & Co
Firm details
- Headquarters
- Deerfield, Illinois
- CRD number
- 109792
- Registered since
- March 13, 1984
- Website
- www.robertsglore.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.43%
- Other Investment Advisers18.47%
- Individuals9.02%
- Charitable Organizations2.65%
- Pension & Profit Sharing Plans1.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Roberts, Glore & Co. is an independent registered investment adviser that has been operating since 1984. Organized as a corporation and owned privately, the firm serves both individual and family clients as well as institutional accounts. Its advisory work centers on financial planning and discretionary and non‑discretionary portfolio management for individuals, small businesses, and institutional entities. Fee arrangements include both percentage‑of‑AUM and fixed‑fee engagements. The firm reports a clear tilt toward traditional equity exposure and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities66%
- US Government Bonds19%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Owners & executives
1 of 1
Clemens Ciupke
CEO & Portfolio ManagerCRD 2074981
Contacts
3 of 4
Jim Calaway
President & Portfolio ManagerCRD 2453853
Christopher Ciupke
Assistant Vice President, Portfolio ManagerCRD 5011706
Byron Smythe
Investment Adviser RepresentativeCRD 4538197
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$88.3M in ETFs
86%
$75.5M
5%
$12.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $11.9M | 236,594 | 13.45% |
Location
Deerfield, IL
Lake
Location
Deerfield, IL
Headquartered in Deerfield, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 707 Lake Cook Rd
- Time zone
- CT (UTC-6)
- Office locations
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