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Building 2ROBINSWOOD FINANCIAL

Map pinKIRKLAND, WA
Phone452-296-1611
NotebookSEC #801-68234
Total AUM
$433.3M
Employees
6
Clients
490

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3425 CARILLON POINT
BUILDING 3000, 4TH FLOOR
KIRKLAND
WA 98033
United States
Operating Hours
6:00 AM - 2:00 PM
Monday - Friday
Phone
452-296-1611

ReceiptFinancials

Total AUM
$433.3M
Accounts
1,384
Discretionary
$433.3M
Accounts
1,378
Non-Discretionary
$44
Accounts
6

ContactClients

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Individual Clients
360
AUM
$108.7M
HNW Individual Clients
128
AUM
$310.2M
Charitable Organization Clients
1
AUM
$7.1M
Corporation or Business Clients
1
AUM
$7.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLORWA

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

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