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ROBBINS WEALTH MANAGEMENT
3939 West Ridge Road
Suite C2
Erie, Pennsylvania 16506-1887
Tel: 814-838-4185
About ROBBINS WEALTH MANAGEMENT
ROBBINS WEALTH MANAGEMENT, formally registered with the SEC as ROBBINS WEALTH MANAGEMENT. The firm was established in 01/31/1991. They have over 1 offices throughout the country.
ROBBINS WEALTH MANAGEMENT is a Erie, Pennsylvania based Financial Planning firm with nearly $200,122,182 assets under management, offering retirement planning & investment advisory services to 368 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106088 |
| SEC# | 801-38204 |
| Assets Managed by Firm | $200,122,182 |
| No. of Clients | 368 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 368 | $200,122,182 |
| Individuals (other than high net worth individuals) | 87 | $55,505,489 |
| High net worth individuals | 53 | $144,616,693 |
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