# P.F. Roberts & Associates

P.F. Roberts & Associates is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 151711
- **SEC file number:** 801-70664
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/151711

## About

P.F. ROBERTS & ASSOCIATES is an SEC-registered investment adviser with $81 million in regulatory assets under management. The firm manages $7 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### What is the investment strategy of P.F. Roberts & Associates?

No public sources describe the investment strategy of P.F. Roberts & Associates. The firm does not appear in media coverage, regulatory filings, or industry databases with details on asset-class preferences, geographic focus, or deal structure.

### Who controls P.F. Roberts & Associates?

The controlling principal or beneficiary of P.F. Roberts & Associates is not named in any publicly available source. No firm website or LinkedIn profile exists to identify leadership or ownership.

### Does P.F. Roberts & Associates manage external capital?

It is unknown whether P.F. Roberts & Associates manages capital for third parties. The firm is not registered as an investment advisor with the SEC, and no public filings indicate external LP relationships or fund vehicles.

### How large is P.F. Roberts & Associates in AUM or team size?

Neither AUM nor the number of professionals at P.F. Roberts & Associates is publicly known. No credible source has estimated the firm's assets under management or team headcount.

## Related profiles

- [Financial Prosperity, Inc.](https://altss.com/profile/financial-prosperity-inc)
- [Trinity Portfolio Advisors](https://altss.com/profile/trinity-portfolio-advisors-llc)

---

Last updated: 2026-07-06T01:24:23.267Z

Canonical page: https://altss.com/profile/pf-roberts-and-associates

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology