THE ROBARE GROUP, LTD.
Legal name: ROBARE & JONES WEALTH MANAGEMENT
CRD #116597 SEC #801-61767 HOUSTON, TX (281) 374-0756
SEC Registered
Total AUM
$175.5M
Discretionary
$175.5M
Employees
8
Clients
251
Accounts
622
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $175.5M | $175.5M | $0 | 8 | 0 |
| Aug 2018 | $177.4M | $177.4M | $0 | 8 | 0 |
| Mar 2018 | $177.4M | $177.4M | $0 | 8 | 0 |
| Sep 2017 | $160M | $160M | $0 | 8 | 300 |
| Mar 2017 | $160M | $160M | $0 | 8 | 300 |
| Nov 2016 | $160M | $160M | $0 | 7 | 300 |
| Mar 2016 | $160M | $160M | $0 | 7 | 300 |
| Mar 2015 | $160M | $160M | $0 | 7 | 300 |
| Sep 2014 | $150M | $150M | $0 | 7 | 300 |
| May 2014 | $150M | $150M | $0 | 7 | 300 |
| May 2014 | $150M | $150M | $0 | 7 | 300 |
| Apr 2014 | $150M | $150M | $0 | 7 | 300 |
| Apr 2014 | $150M | $150M | $0 | 7 | 300 |
| Aug 2013 | $150M | $150M | $0 | 6 | 300 |
| Jun 2013 | $150M | $150M | $0 | 6 | 300 |
| Apr 2013 | $150M | $150M | $0 | 6 | 300 |
| Apr 2013 | $150M | $150M | $0 | 6 | 300 |
| Mar 2012 | $130M | $130M | $0 | 1 | 250 |
| Dec 2011 | $106M | $106M | $0 | 1 | 101 |
| Apr 2011 | $106M | $106M | $0 | 5 | -- |
| Jan 2008 | $120M | $120M | $0 | 10 | -- |
| Dec 2007 | $106M | $106M | $0 | 5 | -- |
| Jan 2007 | $106M | $106M | $0 | 5 | -- |
| Mar 2006 | $90M | $90M | $0 | 5 | -- |
| Jan 2006 | $84.9M | $84.9M | $0 | 5 | -- |
DateMar 2019
Total AUM$175.5M
Discretionary$175.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$177.4M
Discretionary$177.4M
Non-Disc.$0
Employees8
Clients0
DateSep 2017
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees8
Clients300
DateMar 2017
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees8
Clients300
DateNov 2016
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees7
Clients300
DateMar 2016
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees7
Clients300
DateMar 2015
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees7
Clients300
DateSep 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees7
Clients300
DateMay 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees7
Clients300
DateMay 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees7
Clients300
DateApr 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees7
Clients300
DateApr 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees7
Clients300
DateAug 2013
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees6
Clients300
DateJun 2013
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees6
Clients300
DateApr 2013
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees6
Clients300
DateApr 2013
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees6
Clients300
DateMar 2012
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees1
Clients250
DateDec 2011
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees1
Clients101
DateApr 2011
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$84.9M
Discretionary$84.9M
Non-Disc.$0
Employees5
Clients--