AdvisorOS Directory
Claim Profile
JJ

James Philip Julian

ROBSHAW & JULIAN ASSOCIATES INC·WILLIAMSVILLE, New York
Unclaimed Profile
6255 SHERIDAN DRIVE, WILLIAMSVILLE, NY 14221CRD# 4374230Firm CRD# 110305
01

About

James Philip Julian is a registered financial advisor based in WILLIAMSVILLE, New York, affiliated with ROBSHAW & JULIAN ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROBSHAW & JULIAN ASSOCIATES INC
ROBSHAW & JULIAN ASSOCIATES INC
AUM
$170M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ROBSHAW & JULIAN ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4374230
Firm CRD# 110305
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WILLIAMSVILLE?

Browse all registered financial advisors in WILLIAMSVILLE, New York or claim this profile if it's yours.

Browse WILLIAMSVILLE AdvisorsAre you this advisor? Claim profile

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 James Philip Julian offer?
James Philip Julian specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WILLIAMSVILLE, New York for a consultation.
What are James Philip Julian's credentials?
James Philip Julian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Philip Julian located?
James Philip Julian is based in WILLIAMSVILLE, New York, working with ROBSHAW & JULIAN ASSOCIATES INC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.
How does James Philip Julian charge for services?
James Philip Julian'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 ROBSHAW & JULIAN ASSOCIATES INC?
ROBSHAW & JULIAN ASSOCIATES INC has approximately 4 employees and manages $170M in regulatory assets under management. 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 →
Other advisors in WILLIAMSVILLE
Gregory Joseph Urban — DOPKINS WEALTH MANAGEMENT, LLCAnthony Joseph Ogorek — OGOREK WEALTH MANAGEMENT, LLCRonald Marc Lojacono — WNY ASSET MANAGEMENT, LLCJoseph Boniface Fornasiero — DOPKINS WEALTH MANAGEMENT, LLCAlbert Angelo Nigro — DOPKINS WEALTH MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile