Overview
Assets Under Management: $225 million
Headquarters: BEDFORD, NH
High-Net-Worth Clients: 86
Average Client Assets: $2 million
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