Robinswood Financial
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
FINTRXOverview
Robinswood Financial is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves individual and family clients and offers a mix of engagement models: percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is owned by an individual and does not market itself as an allocator of external capital. Robinswood was named one of the "Top RIA Firms to Watch" by investor.com in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities78%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents5%
Contacts
3 of 7
Christopher Simon-Wallace
Financial AdvisorCRD 6742656
Edward Ward
PrincipalCRD 2848710
Kelsey Curtis
Financial AdvisorCRD 6689626
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 232Active vs passive
$342M in ETFs
85%
$290M
14%
$52.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP GROWTH INDEX FUND (VBK) | Vanguard | Passive | Small Growth | $21.9M | 59,919 | 6.40% |
Location
Kirkland, WA
King
Location
Kirkland, WA
Headquartered in Kirkland, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 3425 Carillon Pt
- Time zone
- PT (UTC-8)
- Office locations
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