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Building 2ROBBINS WEALTH MANAGEMENT

Map pinERIE, PA
Phone814-838-4185
NotebookSEC #801-38204
Total AUM
$241.7M
Employees
3
Clients
139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3939 WEST RIDGE ROAD
SUITE C2
ERIE
PA 16506-1887
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
814-838-4185
Other Offices
3

ReceiptFinancials

Total AUM
$241.7M
Accounts
374
Discretionary
$15.1M
Accounts
15
Non-Discretionary
$226.6M
Accounts
359

ContactClients

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Individual Clients
78
AUM
$55.5M
HNW Individual Clients
61
AUM
$186.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGANYOHPASCTX

HandshakeAffiliates

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

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