Brian Keith Roberts is an adviser based in Fernley. It manages $8.25 million of regulatory assets for 61 client accounts. It has been registered with the SEC as an adviser since 2003.
Brian Keith Roberts provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Brian Keith Roberts is $8.25 million. The firm's AUM has gone down by -73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Brian Keith Roberts for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Brian Keith Roberts performs its advisory services is located at 970 Roan Court, Fernley, NV 89408 The mailing address of the firm is P.O. Box 2140, Fernley, NV 89408. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-768-1606 or by fax 775-201-0592. The normal business hours are by appointment only on Other. You can find more information about the New York firm at www.ifmcorp.com.