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| Robasciotti & Associates Inc
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| |
|---|---|
| CRD # | 151411 |
| SEC # | 801-113385 |
| CIK # | |
| AUM | $232.9 MM (2024-03-26) |
| Employees | 17 (53% Investors, 6% Brokers) |
| Phone | 415-986-5500 |
| Address | 1080 Jones Street Berkeley, CA 94710 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 11.8 |
| (b) Individuals (high net worth individuals) | 6 | 13.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 152.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 55.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 112 | 232.9 |
| By Discretionary | ||
| Discretionary | 112 | 232.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 112 | 232.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 232.9 | |
| Total | 112 | 232.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cloud Investments LLC
✚
|
AL | 0.2 |
|
Cottage Street Advisors LLC
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|
MA | 0.2 |
|
Williams & Novak Wealth Management LLC
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CA | 0.2 |
|
Stonecrop Wealth Advisors LLC
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|
PA | 0.2 |
|
Maripau Wealth Management LLC
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|
IN | 0.2 |
|
Gretchen Stangier Inc
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|
OR | 0.2 |
|
Napa Wealth Management Incorporated
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|
CA | 0.2 |
|
Northern Capital Retirement Services Inc
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|
WA | 0.2 |
|
Archer Investment Management LLC
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TX | 0.2 |
|
Brooklyn FI LLC
✚
|
NY | 0.2 |