ROBERTS, GLORE & CO.
CRD #109792 SEC #801-20667 DEERFIELD, IL 224-330-6980
SEC Registered
Total AUM
$847.8M
Discretionary
$614.3M
Employees
7
Clients
10
Accounts
1,116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $847.8M | $614.3M | $233.4M | 7 | 0 |
| Feb 2025 | $847.8M | $614.3M | $233.4M | 7 | 0 |
| Mar 2024 | $789.8M | $574M | $215.8M | 7 | 0 |
| Feb 2023 | $714M | $515.9M | $198.2M | 7 | 0 |
| Feb 2022 | $868.3M | $615.9M | $252.4M | 7 | 0 |
| Mar 2021 | $747.7M | $521.7M | $226M | 7 | 0 |
| May 2020 | $694.7M | $495.8M | $198.9M | 7 | 0 |
| Feb 2020 | $694.7M | $495.8M | $198.9M | 7 | 0 |
| Feb 2019 | $592.9M | $423.7M | $169.3M | 7 | 0 |
| Oct 2018 | $618.3M | $441M | $177.3M | 6 | 0 |
| Sep 2018 | $618.3M | $441M | $177.3M | 6 | 0 |
| Feb 2018 | $618.3M | $441M | $177.3M | 6 | 0 |
| Sep 2017 | $570.3M | $399.5M | $170.8M | 6 | 300 |
| May 2017 | $570.3M | $399.5M | $170.8M | 6 | 300 |
| Apr 2017 | $570.3M | $399.5M | $170.8M | 6 | 300 |
| Mar 2017 | $570.3M | $399.5M | $170.8M | 6 | 300 |
| Sep 2016 | $451M | $395.5M | $55.6M | 6 | 300 |
| Mar 2016 | $451M | $395.5M | $55.6M | 6 | 300 |
| Feb 2015 | $472.1M | $407M | $65.1M | 6 | 300 |
| Mar 2014 | $450.6M | $380.1M | $70.5M | 6 | 300 |
| Feb 2014 | $450.6M | $380.1M | $70.5M | 6 | 300 |
| Feb 2014 | $450.6M | $380.1M | $70.5M | 6 | 300 |
| Mar 2013 | $479.3M | $421M | $58.3M | 7 | 300 |
| Mar 2012 | $459.8M | $403.3M | $56.5M | 6 | 300 |
| Mar 2012 | $459.8M | $403.3M | $56.5M | 6 | 300 |
| May 2011 | $468.2M | $421.7M | $46.5M | 10 | -- |
| Apr 2011 | $468.2M | $421.7M | $46.5M | 10 | -- |
| Mar 2010 | $463.2M | $417.3M | $45.8M | 10 | -- |
| Mar 2008 | $632.5M | $561.7M | $70.8M | 10 | -- |
| Sep 2007 | $612.2M | $533.6M | $78.6M | 10 | -- |
| May 2007 | $612.2M | $533.6M | $78.6M | 10 | -- |
| May 2007 | $612.2M | $533.6M | $78.6M | 10 | -- |
| Feb 2007 | $612.2M | $533.6M | $78.6M | 10 | -- |
| Jan 2007 | $547.6M | $467.8M | $79.8M | 10 | -- |
| Mar 2006 | $547.6M | $467.8M | $79.8M | 10 | -- |
| Feb 2005 | $343.2M | $253M | $90.2M | 10 | -- |
| Jan 2005 | $343.2M | $253M | $90.2M | 10 | -- |
| Dec 2004 | $462.8M | $383.6M | $79.2M | 10 | -- |
| May 2001 | $389.3M | $294.5M | $94.8M | 10 | -- |
DateApr 2025
Total AUM$847.8M
Discretionary$614.3M
Non-Disc.$233.4M
Employees7
Clients0
DateFeb 2025
Total AUM$847.8M
Discretionary$614.3M
Non-Disc.$233.4M
Employees7
Clients0
DateMar 2024
Total AUM$789.8M
Discretionary$574M
Non-Disc.$215.8M
Employees7
Clients0
DateFeb 2023
Total AUM$714M
Discretionary$515.9M
Non-Disc.$198.2M
Employees7
Clients0
DateFeb 2022
Total AUM$868.3M
Discretionary$615.9M
Non-Disc.$252.4M
Employees7
Clients0
DateMar 2021
Total AUM$747.7M
Discretionary$521.7M
Non-Disc.$226M
Employees7
Clients0
DateMay 2020
Total AUM$694.7M
Discretionary$495.8M
Non-Disc.$198.9M
Employees7
Clients0
DateFeb 2020
Total AUM$694.7M
Discretionary$495.8M
Non-Disc.$198.9M
Employees7
Clients0
DateFeb 2019
Total AUM$592.9M
Discretionary$423.7M
Non-Disc.$169.3M
Employees7
Clients0
DateOct 2018
Total AUM$618.3M
Discretionary$441M
Non-Disc.$177.3M
Employees6
Clients0
DateSep 2018
Total AUM$618.3M
Discretionary$441M
Non-Disc.$177.3M
Employees6
Clients0
DateFeb 2018
Total AUM$618.3M
Discretionary$441M
Non-Disc.$177.3M
Employees6
Clients0
DateSep 2017
Total AUM$570.3M
Discretionary$399.5M
Non-Disc.$170.8M
Employees6
Clients300
DateMay 2017
Total AUM$570.3M
Discretionary$399.5M
Non-Disc.$170.8M
Employees6
Clients300
DateApr 2017
Total AUM$570.3M
Discretionary$399.5M
Non-Disc.$170.8M
Employees6
Clients300
DateMar 2017
Total AUM$570.3M
Discretionary$399.5M
Non-Disc.$170.8M
Employees6
Clients300
DateSep 2016
Total AUM$451M
Discretionary$395.5M
Non-Disc.$55.6M
Employees6
Clients300
DateMar 2016
Total AUM$451M
Discretionary$395.5M
Non-Disc.$55.6M
Employees6
Clients300
DateFeb 2015
Total AUM$472.1M
Discretionary$407M
Non-Disc.$65.1M
Employees6
Clients300
DateMar 2014
Total AUM$450.6M
Discretionary$380.1M
Non-Disc.$70.5M
Employees6
Clients300
DateFeb 2014
Total AUM$450.6M
Discretionary$380.1M
Non-Disc.$70.5M
Employees6
Clients300
DateFeb 2014
Total AUM$450.6M
Discretionary$380.1M
Non-Disc.$70.5M
Employees6
Clients300
DateMar 2013
Total AUM$479.3M
Discretionary$421M
Non-Disc.$58.3M
Employees7
Clients300
DateMar 2012
Total AUM$459.8M
Discretionary$403.3M
Non-Disc.$56.5M
Employees6
Clients300
DateMar 2012
Total AUM$459.8M
Discretionary$403.3M
Non-Disc.$56.5M
Employees6
Clients300
DateMay 2011
Total AUM$468.2M
Discretionary$421.7M
Non-Disc.$46.5M
Employees10
Clients--
DateApr 2011
Total AUM$468.2M
Discretionary$421.7M
Non-Disc.$46.5M
Employees10
Clients--
DateMar 2010
Total AUM$463.2M
Discretionary$417.3M
Non-Disc.$45.8M
Employees10
Clients--
DateMar 2008
Total AUM$632.5M
Discretionary$561.7M
Non-Disc.$70.8M
Employees10
Clients--
DateSep 2007
Total AUM$612.2M
Discretionary$533.6M
Non-Disc.$78.6M
Employees10
Clients--
DateMay 2007
Total AUM$612.2M
Discretionary$533.6M
Non-Disc.$78.6M
Employees10
Clients--
DateMay 2007
Total AUM$612.2M
Discretionary$533.6M
Non-Disc.$78.6M
Employees10
Clients--
DateFeb 2007
Total AUM$612.2M
Discretionary$533.6M
Non-Disc.$78.6M
Employees10
Clients--
DateJan 2007
Total AUM$547.6M
Discretionary$467.8M
Non-Disc.$79.8M
Employees10
Clients--
DateMar 2006
Total AUM$547.6M
Discretionary$467.8M
Non-Disc.$79.8M
Employees10
Clients--
DateFeb 2005
Total AUM$343.2M
Discretionary$253M
Non-Disc.$90.2M
Employees10
Clients--
DateJan 2005
Total AUM$343.2M
Discretionary$253M
Non-Disc.$90.2M
Employees10
Clients--
DateDec 2004
Total AUM$462.8M
Discretionary$383.6M
Non-Disc.$79.2M
Employees10
Clients--
DateMay 2001
Total AUM$389.3M
Discretionary$294.5M
Non-Disc.$94.8M
Employees10
Clients--