Overview
Assets Under Management: $225 million
Headquarters: BEDFORD, NH
High-Net-Worth Clients: 86
Average Client Assets: $2 million
Frequently Asked Questions
ROBBINS FARLEY LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #286581), ROBBINS FARLEY LLC is subject to fiduciary duty under federal law.
ROBBINS FARLEY LLC is headquartered in BEDFORD, NH.
ROBBINS FARLEY LLC serves 86 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, ROBBINS FARLEY LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ROBBINS FARLEY LLC manages $225 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, ROBBINS FARLEY LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.27
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 680
Discretionary Accounts: 679
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 286581
Last Filing Date: 2025-02-20 00:00:00
Website: https://robbinsfarley.com