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Benjamin Wolcott Upward

ROBINSON CAPITAL MANAGEMENT, LLC·GROSSE POINTE FARMS, Michigan
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63 KERCHEVAL, GROSSE POINTE FARMS, MI 48236CRD# 4236684Firm CRD# 166182
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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.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
ROBINSON CAPITAL MANAGEMENT, LLC
ROBINSON CAPITAL MANAGEMENT, LLC
AUM
$1.2B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ROBINSON CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4236684
Firm CRD# 166182
No disclosures on file
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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Other advisors in GROSSE POINTE FARMS
Raja August Elachkar — RK ASSET MANAGEMENT, LLCAnthony Blaine Cimmarrusti — MAJESTIC CAPITAL MANAGEMENT, LLCCharles Paul Huebner — POINTE CAPITAL MANAGEMENT LLCPaul John Huebner — POINTE CAPITAL MANAGEMENT LLCCharles John Thomas — ROBINSON CAPITAL MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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