Robbins Wealth Management

RIASEC RegisteredEst. 1991
Total AUM
$242M
Discretionary
$15.1M
6% of AUM
Avg account
$646K
Accounts
374
Employees
3
Advisory reps
4

Firm details

Headquarters
Erie, Pennsylvania
CRD number
106088
Registered since
January 31, 1991
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.01%
  • Individuals22.99%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Robbins Wealth Management is an independent registered investment adviser organized as a corporation and first registered with the SEC in 1991. The firm serves individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses, and it lists accounting among its business activities. Compensation blends asset-based fees with hourly and fixed-fee arrangements. Robbins identifies as a non-ESG investor and does not position itself as a capital allocator or pension consultant.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 81%, Exchange Traded Equities 15%, Cash & Cash Equivalents 3%, US Government Bonds 1%81%
  • Public Funds/Mutual Funds81%
  • Exchange Traded Equities15%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%

Contacts

3 of 4
  • Eric Robbins

    Eric Robbins

    Financial AdvisorCRD 4606856

  • Janice Robbins

    OwnerCRD 6461264

  • James Robbins

    James Robbins

    PresidentCRD 1133425

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Erie, PA

Erie

Location

Erie, PA

Headquartered in Erie, PA, anchoring the Erie-Meadville, PA metro in the Northeast.

Metro area
Erie-Meadville, PA
Region
Northeast
County
Erie
Address
3939 W Ridge Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth