Robshaw & Julian Associates Inc

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Assets, Funds, Holdings

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Robshaw & Julian Associates Inc
CRD #110305
SEC #801-17552
CIK #0001068840
AUM
Employees 4 (100% Investors, 0% Brokers)
Phone716-633-6555
Address6255 Sheridan Drive
Williamsville, NY 14221
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
3002401801206001999200620132021
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 209 170.3
By Discretionary
Discretionary 207 142.7
Non-Discretionary 2 27.6
Total 209 170.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 170.3
Total 209 170.3
EDGAR Form CIK 2011 - 2024
13F-HR [0001068840]
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