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Home > Retirement Planners > maine > south portland > ROBINSON SMITH WEALTH ADVISORS, LLC
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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