ROBBINS FARLEY LLC

6 Bedford Farms Drive
Suite 112
Bedford, New Hampshire 03110
Tel: 603-703-0255

About ROBBINS FARLEY LLC

ROBBINS FARLEY LLC, formally registered with the SEC as ROBBINS FARLEY LLC. The firm was established in 04/14/2020. They have over 1 offices throughout the country.

ROBBINS FARLEY LLC is a Bedford, New Hampshire based Financial Planning firm with nearly $225,082,765 assets under management, offering retirement planning & investment advisory services to 680 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286581
SEC#	801-118427
Assets Managed by Firm	$225,082,765
No. of Clients	680
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	680	$225,082,765
Individuals (other than high net worth individuals)	160	$42,769,274
High net worth individuals	86	$178,433,124
Pension and profit sharing plans	Fewer than 5 clients	$3,861,161
Charitable organizations	Fewer than 5 clients	$19,206

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