Overview
Assets Under Management: $367 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.19
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,302
Discretionary Accounts: 1,264
Non-Discretionary Accounts: 38
Regulatory Filings
CRD Number: 143417
Filing ID: 1969599
Last Filing Date: 2025-03-31 12:06:00
Website: https://robinswood.com