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Robbins Financial Advisory Service Inc
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CRD # | 106088 |
SEC # | 801-38204 |
CIK # | |
AUM | $200.1 MM (2024-03-21) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 814-838-4185 |
Address | 3939 West Ridge Road Erie, PA 16506-1887 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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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 |