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Building 2ROBUSTWEALTH, INC.

Map pinLAMBERTVILLE, NJ
Phone609-483-8101
NotebookSEC #801-110528
Total AUM
$856M
Employees
123
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
204 N. UNION STREET
LAMBERTVILLE
NJ 08530
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
609-483-8101
Other Offices
2

ReceiptFinancials

Total AUM
$856M
Accounts
6,920
Discretionary
$231M
Accounts
4,240
Non-Discretionary
$625M
Accounts
2,680

ContactClients

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Investment Advisor Clients
53
AUM
$855.7M
Other Clients
11
AUM
$306.6K
Description of Other Clients
ROBUSTWEALTH ACCOUNTS NOT CLIENTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PROVIDES SERVICES AS A SUB-ADVISOR
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 28 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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