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Building 2ROBBINS FARLEY LLC

Map pinBEDFORD, NH
Phone603-703-0255
NotebookSEC #801-118427
Total AUM
$252.9M
Employees
5
Clients
264

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 BEDFORD FARMS DRIVE
SUITE 112
BEDFORD
NH 03110
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
603-703-0255

ReceiptFinancials

Total AUM
$252.9M
Accounts
743
Discretionary
$252.7M
Accounts
742
Non-Discretionary
$131.1K
Accounts
1

ContactClients

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Individual Clients
172
AUM
$47.7M
HNW Individual Clients
91
AUM
$200.6M
Pension/Profit Sharing Plan Clients
1
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHRITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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