Robinhood Asset Management
Firm details
- Headquarters
- Menlo Park, California
- CRD number
- 323736
- Registered since
- January 14, 2025
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Robinhood Asset Management LLC is an SEC-registered limited liability company that provides advisory services focused on individuals, families and small businesses. The firm’s stated advisory activity centers on portfolio management for retail clients; its fee schedule includes percentage-of-AUM billing along with other fee arrangements. The firm does not position itself primarily as a capital allocator or pension consultant and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Contacts
3 of 145
Alejandro Toledo
Customer Experience RepresentativeCRD 7449156
Ronald Dalton Iii
Customer Experience LeaderCRD 6694262
Alexander Keefe
Customer Experience RepresentativeCRD 7204574
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$894M in ETFs
100%
$890M
1%
$4.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $297M | 454,518 | 33.20% |
Location
Menlo Park, CA
San Mateo
Location
Menlo Park, CA
Headquartered in Menlo Park, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 85 Willow Rd
- Time zone
- PT (UTC-8)
- Office locations
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