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Robertson Wealth Management, LLC

Overview

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on June 2, 2017
    • $21.7M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 35
      Accounts
    • $619.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

8

name start date
Charles Lewis Sizemore, CFA
June 2017
Frederick Allen Mecklenburg
January 2011
Mark Andrew Solinski
June 2017
William Michael Robertson
October 2000
Thomas Soborowski Stephens
June 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Sizemore Capital Management, LLC IAR $49,712,563

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Chase Michael Robertson Managing Member/Chief Compliance Officer January, 2017 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets