Claim Profile
DR

David K Robbins

SHAMROCK GLOBAL MANAGEMENT, LP·BURBANK, California
Unclaimed Profile
3500 W. OLIVE AVENUE, BURBANK, CA 91505CRD# 7350431Firm CRD# 311326
01

About

David K Robbins is a registered financial advisor based in BURBANK, California, affiliated with SHAMROCK GLOBAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SHAMROCK GLOBAL MANAGEMENT, LP
SHAMROCK GLOBAL MANAGEMENT, LP
AUM
Regulatory assets under management
Employees
2
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7350431
Firm CRD# 311326
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BURBANK?

Browse all registered financial advisors in BURBANK, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David K Robbins offer?
David K Robbins specializes in Retirement Planning, Wealth Management. Contact their office in BURBANK, California for a consultation.
What are David K Robbins's credentials?
David K Robbins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David K Robbins located?
David K Robbins is based in BURBANK, California, working with SHAMROCK GLOBAL MANAGEMENT, LP. Their office serves clients in the BURBANK metropolitan area and surrounding communities.
How does David K Robbins charge for services?
David K Robbins's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHAMROCK GLOBAL MANAGEMENT, LP?
SHAMROCK GLOBAL MANAGEMENT, LP has approximately 2 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty