DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > washington > kirkland
ROBINSWOOD FINANCIAL
Tel: 452-296-1611
3425 Carillon Point Building 3000, 4th Floor
Kirkland, Washington 98033
ROBINSWOOD FINANCIAL
ROBINSWOOD FINANCIAL is a Kirkland, Washington based financial advisory firm with nearly $321,000,000 in assets under management and provides investment advisory services for 1036 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
143417
SEC#:
801-68234
No. of Clients:
1036
Assets under Management
$321,000,000
No. of Advisors:
5
More Financial Advisory Firms in Kirkland, Washington
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| PARAMETRIC PORTFOLIO ASSOCIATES | 114310 | 877 |
| RUSSELL INVESTMENTS | 329 | 653 |
| RUSSELL INVESTMENTS | 105734 | 653 |
| BENTALLGREENOAK (U.S.) LIMITED PARTNERSHIP | 111470 | 95 |
| RUSSELL INVESTMENTS | 37550 | 656 |
| INVESCO MANAGED ACCOUNTS, LLC | 154461 | 55 |
More Firms in Kirkland, Washington >>