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Ian Duncan Robertson

PAXION PARTNERS LP·MENLO PARK, California
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2494 SAND HILL ROAD, MENLO PARK, CA 94025CRD# 6530721Firm CRD# 270025
01

About

Ian Duncan Robertson is a registered financial advisor based in MENLO PARK, California, affiliated with PAXION PARTNERS LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PAXION PARTNERS LP
PAXION PARTNERS LP
AUM
$882M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PAXION PARTNERS LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6530721
Firm CRD# 270025
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ian Duncan Robertson offer?
Ian Duncan Robertson specializes in Retirement Planning. Contact their office in MENLO PARK, California for a consultation.
What are Ian Duncan Robertson's credentials?
Ian Duncan Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ian Duncan Robertson located?
Ian Duncan Robertson is based in MENLO PARK, California, working with PAXION PARTNERS LP. Their office serves clients in the MENLO PARK metropolitan area and surrounding communities.
How does Ian Duncan Robertson charge for services?
Ian Duncan Robertson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PAXION PARTNERS LP?
PAXION PARTNERS LP has approximately 10 employees and manages $882M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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