ROBINSON VALUE MANAGEMENT, LTD.

120 East Basse Road, #102
San Antonio, Texas 78209-8356
Tel: 210-490-2545

About ROBINSON VALUE MANAGEMENT, LTD.

ROBINSON VALUE MANAGEMENT, LTD, formally registered with the SEC as ROBINSON VALUE MANAGEMENT, LTD. The firm was established in 11/20/2014. They have over 1 offices throughout the country.

ROBINSON VALUE MANAGEMENT, LTD. is a San Antonio, Texas based Financial Planning firm with nearly $170,326,550 assets under management, offering retirement planning & investment advisory services to 119 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110156
SEC#	801-80568
Assets Managed by Firm	$170,326,550
No. of Clients	119
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	119	$170,326,550
Individuals (other than high net worth individuals)	14	$10,393,335
High net worth individuals	44	$159,933,215

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