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Robinswood Financial LLC

● SEC registered since 2007CRD 143417SEC# 801-68234Kirkland, WA
Export (members)
Reg. AUM
$366.6M
Employees
5
Accounts
1,302
Location
Kirkland, WA

Robinswood Financial LLC assets under management

Robinswood Financial LLC is an investment advisory firm registered with the SEC based in Kirkland, WA. The firm has been registered since 2007. It reports $366.6 million in regulatory assets under management and employs 5 people.
www.robinswood.comView on SEC.gov ↗

Robinswood Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Edward Lee Ward ControlManaging Member/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Robinswood Financial LLC manage?

Robinswood Financial LLC reports $366.6 million in regulatory assets under management on its Form ADV.

How many employees does Robinswood Financial LLC have?

Robinswood Financial LLC reports 5 employees.

Where is Robinswood Financial LLC located?

Robinswood Financial LLC is based in Kirkland, WA and has been SEC-registered since 2007.

Does Robinswood Financial LLC disclose fund performance?

Robinswood Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033
Phone452-296-1611
Fax425-296-1612
Office hours6:00 a.m. - 2:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$364.3M
Non-discretionary$2.3M
Total (RAUM)$366.6M