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Last updated: February 23rd, 2020. Data source: SEC filings.
Robinswood Financial, federally registered in 2007, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 5 advisors. Robinswood Financial manages $274.4 million and provides investment advisory services for 377 clients (1:76 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||17|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$727,733|
|Total AUM||$274.4 million|
|Advisor / Client Ratio||1:76|
|SEC Filings||View SEC IAPD CRD #143417|
|State(s) Registered||AZ, OR, WA|