STEVE ROBBINS, INC.
  • STEVE ROBBINS, INC.
  • INVESTONE CAPITAL MANAGEMENT, INC.

Adviser Profile

As of Date 04/03/2024
Registration status Terminated
ADV Location FLORISSANT, MO, United States
Contact Info 314 xxxxxxx
Websites
AUM* 90,156,350 -1%
of that, discretionary 90,156,350 -1%
Number of Employees 4 -33%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 185,889 5%
% High Net Worth 14.62% 70%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

112M 96M 80M 64M 48M 32M 16M
2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser WRENNE FINANCIAL PLANNING LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM297.9m #Funds-
Adviser FINANCIAL INSTITUTION SERVICES, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM258.7m #Funds-
Adviser MCILRATH & ECK, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.4b #Funds-
Adviser ELDERADO FINANCIAL, INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM237.2m #Funds-
Adviser FUND ADVISORS OF AMERICA INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM149.4m #Funds-
Adviser B.A. SCHROCK WEALTH MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM281.6m #Funds-
Adviser TFB ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM840.2m #Funds-
Adviser SEVERIN INVESTMENTS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM141.9m #Funds-
Adviser GUNDERSON CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM395.8m #Funds-
Adviser DAVID S REINDERS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM105.2m #Funds-