Robbins Financial Advisory Service Inc

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Assets, Funds, Holdings

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Robbins Financial Advisory Service Inc
CRD #106088
SEC #801-38204
CIK #
AUM $200.1 MM (2024-03-21)
Employees 3 (100% Investors, 0% Brokers)
Phone814-838-4185
Address3939 West Ridge Road
Erie, PA 16506-1887
Source [IAPD] [Website]
Total AUM ($MM)
2502001501005002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 87 55.5
(b) Individuals (high net worth individuals) 53 144.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 368 200.1
By Discretionary
Discretionary 19 19.0
Non-Discretionary 349 181.1
Total 368 200.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 200.1
Total 368 200.1
Comparable Firms State AUM ($BB)
Pillar Wealth Management LLC
FL 0.2
Guardian Wealth Management Inc
TN 0.2
Garland Capital Management Inc
WA 0.2
Red Spruce Capital LLC
PA 0.2
Wynn Capital LLC
GA 0.2
Model Wealth Inc
IL 0.2
Western Financial Corporation
CA 0.2
Ascension Asset Management LLC
NY 0.2
Kane Company PC
IA 0.2
Christopher J Hasenberg Inc
WI 0.2
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