Overview
Assets Under Management: $334 million
Headquarters: SOUTH PORTLAND, ME
High-Net-Worth Clients: 134
Average Client Assets: $3 million
Frequently Asked Questions
ROBINSON SMITH WEALTH ADVISORS, 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 #123098), ROBINSON SMITH WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ROBINSON SMITH WEALTH ADVISORS, LLC is headquartered in SOUTH PORTLAND, ME.
ROBINSON SMITH WEALTH ADVISORS, LLC serves 134 high-net-worth clients according to their SEC filing dated September 27, 2024. View client details ↓
According to their SEC Form ADV, ROBINSON SMITH WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ROBINSON SMITH WEALTH ADVISORS, LLC manages $334 million in client assets according to their SEC filing dated September 27, 2024.
According to their SEC Form ADV, ROBINSON SMITH WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.10
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 790
Discretionary Accounts: 752
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 123098
Last Filing Date: 2024-09-27 00:00:00
Website: https://robinsonsmithwealth.com