|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Robbins Financial Advisory Service Inc
✚
|
|
|---|---|
| CRD # | 106088 |
| SEC # | 801-38204 |
| CIK # | |
| AUM | $220.9 M (2025-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 814-838-4185 |
| Address | 3939 West Ridge Road Erie, PA 16506-1887 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 55.2 |
| (b) Individuals (high net worth individuals) | 58 | 165.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 372 | 220.9 |
| By Discretionary | ||
| Discretionary | 18 | 20.7 |
| Non-Discretionary | 354 | 200.2 |
| Total | 372 | 220.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.9 | |
| Total | 372 | 220.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Aqua Advisors LLC
✚
|
0.2 | |
|
Birch Financial Group LLC
✚
|
NH | 0.2 |
|
Rightwealth Advisors LLC
✚
|
OH | 0.2 |
|
Pillar Wealth Management LLC
✚
|
0.2 | |
|
Ouellette Wealth Advisory LLC
✚
|
MA | 0.2 |
|
Kane Investment Management Inc
✚
|
CA | 0.2 |
|
Blue Spark Capital Advisors LLC
✚
|
NY | 0.2 |
|
Alcosta Capital Management Inc
✚
|
CA | 0.2 |
|
Daniel Investment Associates LLC
✚
|
CA | 0.2 |
|
Financial Institution Services LLC
✚
|
0.2 |