Robinswood Financial

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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.



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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 17
Percentage of Advisors Trusted Less than 1%
Minimum Investment $250,000
Average Client Balance $727,733
Total AUM $274.4 million
Advisor / Client Ratio 1:76
Headquarters Kirkland, WA
SEC Filings View SEC IAPD CRD #143417
State(s) Registered AZ, OR, WA

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.