Robinswood Financial

RIASEC Registered

Total AUM

$453M

Discretionary

$453M

100% of AUM

Avg account

$323K

Accounts

1,404

Employees

Advisory reps

Firm details

Headquarters: Kirkland, Washington
CRD number: 143417
Registered since: August 20, 2007
Website: robinswoodfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.56%
Individuals25.1%
Corporations / Businesses1.71%
Charitable Organizations1.63%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Robinswood Financial is an independent registered investment advisor organized as an LLC that works primarily with individual and family clients. The firm is SEC-registered (registered in 2007) and is owned by an individual principal. Its service set centers on financial planning, portfolio management for individuals and small businesses, and pension consulting-type services. Fee arrangements include asset‑based fees, hourly billing, and fixed fees. The firm does not position itself as an allocator running proprietary funds; instead it combines exchange‑traded and pooled vehicles with third‑party managers for less liquid strategies. Robinswood does not identify as an active ESG investor. Investor.com named the firm one of its “Top RIA Firms to Watch” in 2020.