Unclaimed Profile

Benjamin Wolcott Upward

ROBINSON CAPITAL MANAGEMENT, LLC·GROSSE POINTE FARMS, Michigan

Clean recordROBINSON CAPITAL MANAGEMENT, LLC

63 KERCHEVAL, GROSSE POINTE FARMS, MI 48236CRD# 4236684Firm CRD# 166182

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Wolcott Upward · GROSSE POINTE FARMS, MI

Registration

CRD #4236684 · ROBINSON CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Benjamin Wolcott Upward is a registered financial advisor based in GROSSE POINTE FARMS, Michigan, affiliated with ROBINSON CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

ROBINSON CAPITAL MANAGEMENT, LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROBINSON CAPITAL MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4236684

Firm CRD# 166182

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Benjamin Wolcott Upward offer?

Benjamin Wolcott Upward specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GROSSE POINTE FARMS, Michigan for a consultation.

What are Benjamin Wolcott Upward's credentials?

Benjamin Wolcott Upward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Wolcott Upward located?

Benjamin Wolcott Upward is based in GROSSE POINTE FARMS, Michigan, working with ROBINSON CAPITAL MANAGEMENT, LLC. Their office serves clients in the GROSSE POINTE FARMS metropolitan area and surrounding communities.

How does Benjamin Wolcott Upward charge for services?

Benjamin Wolcott Upward's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROBINSON CAPITAL MANAGEMENT, LLC?

ROBINSON CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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