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Building 2ROBINSON SMITH WEALTH ADVISORS, LLC

Map pinSOUTH PORTLAND, ME
Phone207-874-9840
NotebookSEC #801-63290
Total AUM
$444.9M
Employees
8
Clients
232

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
82 RUNNING HILL ROAD
SUITE 205
SOUTH PORTLAND
ME 04106
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
207-874-9840
Other Offices
1

ReceiptFinancials

Total AUM
$444.9M
Accounts
903
Discretionary
$437.8M
Accounts
886
Non-Discretionary
$7.1M
Accounts
17

ContactClients

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Individual Clients
87
AUM
$41.1M
HNW Individual Clients
141
AUM
$400.2M
Pension/Profit Sharing Plan Clients
1
AUM
$1.9M
Charitable Organization Clients
2
AUM
$1.4M
Corporation or Business Clients
1
AUM
$317.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKMAMENHTX

HandshakeAffiliates

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

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