Overview
Assets Under Management: $367 million
Headquarters: KIRKLAND, WA
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Frequently Asked Questions
ROBINSWOOD FINANCIAL 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 #143417), ROBINSWOOD FINANCIAL LLC is subject to fiduciary duty under federal law.
ROBINSWOOD FINANCIAL LLC is headquartered in KIRKLAND, WA.
ROBINSWOOD FINANCIAL LLC serves 97 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, ROBINSWOOD FINANCIAL LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ROBINSWOOD FINANCIAL LLC manages $367 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, ROBINSWOOD FINANCIAL LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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