1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WAKE ROBIN FINANCIAL ADVISORS

Map pin
Phone203-227-5077
NotebookSEC #801-119830
Total AUM
$150.1M
Employees
1
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
203-227-5077

ReceiptFinancials

Total AUM
$150.1M
Accounts
72
Discretionary
$150.1M
Accounts
72
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
70
AUM
$10.2M
HNW Individual Clients
46
AUM
$131.3M
Charitable Organization Clients
1
AUM
$8.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNY

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account