Robertson Wealth Management

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

320 E Main St Ste G, Humble, Texas, 7733...

Phone Number

(713) 622-4077

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Robertson Wealth Management

Founded in 1994, we manage money for thousands of families and Institutional clients globally, with expertise in all major asset classes, including public equity, fixed income, alternatives, private equity, venture capital, real estate, non-performing credit and natural resources. Check the background of your financial professional on FINRA's BrokerCheckExplore more
Popular SearchesRobertson Wealth Management LLCRobertson Wealth ManagementRobertson Wealth AdvisorsROBERTSON INVESTMENT MANAGEMENT IncRobertson Global Credit LLCSIC Code 62,628NAICS Code 52,523Show more

Robertson Wealth Management Org Chart

PhoneEmail
SJ
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Managing Partner & Chief Operating Officer

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WR
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Founder & Chief Information Officer

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RS
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Chief Administrative Officer

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JM
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Vice President, Global Family Office

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Robertson Wealth Manageme...

<$5M
11-50
Private
-
2000
SJ
Sonia JoaoManaging Partner & Chief Operating Officer
<$5M
1-10
Private
-
2000
Stephen Haberstroh, Managing Director at CastleKeep Investment Advisors
Stephen HaberstrohManaging Director
<$5M
1-10
Private
-
2020
Kelly Dane, Co-Founder at Defiant Capital Group
Kelly DaneCo-Founder
<$5M
1-10
Private
-
2009
BS
Brandt SakakeenyFounder & Managing Partner & Co-Chief Investment Officer
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
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Company Profile Activity

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Among all Finance companies

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Activity Insights

Robertson Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Robertson Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Robertson Wealth Management.

Robertson Wealth Management Tech Stack

A closer look at the technologies used by Robertson Wealth Management

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Frequently Asked Questions Regarding Robertson Wealth Management

What is Robertson Wealth Management's official website?
Robertson Wealth Management's official website is www.robertsonwealth.com
What is Robertson Wealth Management's Revenue?
Robertson Wealth Management's revenue is <$5 Million
What is Robertson Wealth Management's SIC code?
Robertson Wealth Management's SIC: 62,628
What is Robertson Wealth Management's NAICS code?
Robertson Wealth Management's NAICS: 52,523
How many employees does Robertson Wealth Management have?
Robertson Wealth Management has 11-50 employees
What industry does Robertson Wealth Management belong to?
Robertson Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Robertson Wealth Management competition?
Robertson Wealth Management top competitors include: Woodmont Investment Counsel, Defiant Capital Group, Pillar Wealth Management, Tribeca Financial
What technology does Robertson Wealth Management use?
Some of the popular technologies that Robertson Wealth Management uses are: Microsoft 365, Hostgator Email, Microsoft Exchange Online
How do I contact Robertson Wealth Management?
Robertson Wealth Management contact info: Phone number: (713) 622-4077 Website: www.robertsonwealth.com
What does Robertson Wealth Management do?

Founded in 1994, we manage money for thousands of families and Institutional clients globally, with expertise in all major asset classes, including public equity, fixed income, alternatives, private equity, venture capital, real estate, non-performing credit and natural resources. Check the background of your financial professional on FINRA's Broke... rCheckRead More

Is Robertson Wealth Management a public company?
Robertson Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Robertson Wealth Management

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