ROBINSON SMITH WEALTH ADVISORS, LLC

82 Running Hill Road
Suite 205
South Portland, Maine 04106
Tel: 207-874-9840

About ROBINSON SMITH WEALTH ADVISORS, LLC

ROBINSON SMITH WEALTH ADVISORS, LLC, formally registered with the SEC as ROBINSON SMITH WEALTH ADVISORS, LLC. The firm was established in 07/12/2004. They have over 2 offices throughout the country.

ROBINSON SMITH WEALTH ADVISORS, LLC is a South Portland, Maine based Financial Planning firm with nearly $334,336,216 assets under management, offering retirement planning & investment advisory services to 790 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123098
SEC#	801-63290
Assets Managed by Firm	$334,336,216
No. of Clients	790
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	790	$334,336,216
Individuals (other than high net worth individuals)	87	$41,596,921
High net worth individuals	110	$291,749,631
Charitable organizations	1	$989,664

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