Robert Fleming Inc. is a large advisory firm based in New York. It manages $576.43 million of regulatory assets for 942 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Robert Fleming provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. 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 Robert Fleming Inc. is $576.43 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -88% 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 Robert Fleming Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jonathan Kendrew Simon has been acting as President since 1 Oct 1991. Anthony Mark Leslie Roberts joined the executive team most recently as the Head Of Legal/Managing Director.
The principal office where Robert Fleming Inc. performs its advisory services is located at 522 Fifth Avenue, New York, NY 10036, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212-837-1400 or by fax 212-837-1108. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.jpmorganfam.com.