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 operating since 2007. The firm is owned by an individual and focuses on serving individuals and families with a mix of financial planning and portfolio management services. Its advisory scope includes comprehensive financial planning, portfolio management for individual and small-business clients, and pension consulting services. Remuneration is flexible: the firm bills on an assets-under-management basis and also uses hourly and fixed-fee arrangements. Robinswood identifies as a non-ESG investor and is not set up as a multi-state advisory network. The firm received recognition from investor.com as one of the "Top RIA Firms to Watch" in 2020.
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
- 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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