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ROBINSWOOD FINANCIAL LLC
ROBINSWOOD FINANCIAL LLC
ROBINSWOOD FINANCIAL
KIRKLAND, Washington
·
1 registered advisor
·
CRD# 143417
SEC# 801-68234
0
452-296-1611
01
Firm Overview
AUM
$321M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ROBINSWOOD FINANCIAL LLC
1 registered advisor
Edward Lee Ward
KIRKLAND, Washington
CRD# 2848710
05
Office Locations
KIRKLAND, Washington
1 advisor
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Data sourced from SEC Form ADV filings. ROBINSWOOD FINANCIAL LLC (CRD# 143417) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.