About Lance E. Roberts of STA WEALTH MANAGEMENT
Lance E. Roberts is Member, Chief Executive Officer at Sta Wealth Management Llc and has been affiliated with Sta Wealth Management Llc since October-2002.
Sta Wealth Management Llc is an investment advisor that manages 699.1 MM dollars in regulatory AUM and has 20 employees, of which 8 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 229% of the manager's regulatory AUM.
For more on Sta Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Sta Wealth Management Llc is an investment advisor that manages 699.1 MM dollars in regulatory AUM and has 20 employees, of which 8 perform investment advisory functions. The managers's latest filing has disclosed 2BN in positions, which represents 229% of the manager's regulatory AUM.
For more on Sta Wealth Management Llc including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
STA WEALTH MANAGEMENT StockAlpha
Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -0.6%/yr
Co-workers of Lance E. Roberts at STA WEALTH MANAGEMENT
Name | Title | In Position Since |
---|
Michael A. Smith | Member President | October-2002 |
James L. Patterson | Member / Chief Investment Officer | September-2010 |
Hope M. Edick | Chief Compliance Officer | August-2011 |
Fundamental & Technical Factor Exposure
Lance E. Roberts Office Address
800 TOWN & COUNTRY BLVD
STE 410
HOUSTON, Texas
UNITED STATES, 77024
STE 410
HOUSTON, Texas
UNITED STATES, 77024
Lance E. Roberts Contact Information
Phone Number: 281-822-8800
Fax Number: 713-275-2999
Website: http://stawealth.com
Fax Number: 713-275-2999
Website: http://stawealth.com
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