J.E. Robert Company, Inc. is a large advisory firm based in Mclean. It manages $1.13 billion of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Texas and Virginia.
J.E. Robert Company provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of J.E. Robert Company, Inc. is $1.13 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay J.E. Robert Company, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Deborah Lynn Harmon has been acting as President since 1 Jun 2000. Joseph Edgar Robert joined the executive team most recently as the Executive Chairman, Managing Member.
The principal office where J.E. Robert Company, Inc. performs its advisory services is located at 1650 Tysons Boulevard, Mclean, VA 22102 4846, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-714-8000 or by fax 703-714-8100. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.jer.com.