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David Michael Robinson

CAPITAL ASSET ADVISORY SERVICES, LLC.·HASLETT, Michigan
Unclaimed Profile
15744 PEACOCK ROAD, HASLETT, MI 48840CRD# 2143144Firm CRD# 110929
01

About

David Michael Robinson is a registered financial advisor based in HASLETT, Michigan, affiliated with CAPITAL ASSET ADVISORY SERVICES, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CAPITAL ASSET ADVISORY SERVICES, LLC.
CG ADVISORY SERVICES
AUM
$3.2B
Regulatory assets under management
Employees
130
Total firm employees
View all advisors at CAPITAL ASSET ADVISORY SERVICES, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2143144
Firm CRD# 110929
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Michael Robinson offer?
David Michael Robinson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HASLETT, Michigan for a consultation.
What are David Michael Robinson's credentials?
David Michael Robinson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Michael Robinson located?
David Michael Robinson is based in HASLETT, Michigan, working with CAPITAL ASSET ADVISORY SERVICES, LLC.. Their office serves clients in the HASLETT metropolitan area and surrounding communities.
How does David Michael Robinson charge for services?
David Michael Robinson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL ASSET ADVISORY SERVICES, LLC.?
CAPITAL ASSET ADVISORY SERVICES, LLC. has approximately 130 employees and manages $3.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HASLETT
Mark David Parker — CAPITAL ASSET ADVISORY SERVICES, LLC.Jonathan Lee Cohen — CG ADVISORY SERVICES
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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