ROBSHAW & JULIAN ASSOCIATES INC

WILLIAMSVILLE, New York·3 registered advisors·CRD# 110305

SEC# 801-17552716-633-6555

01

Firm Overview

AUM

$170M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Market timing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Fee-Only Advisory

04

Advisors at ROBSHAW & JULIAN ASSOCIATES INC

3 registered advisors

James Philip Julian

WILLIAMSVILLE, New York

Ronald Michael Roche

WILLIAMSVILLE, New York

Stephen Ryan Robshaw

WILLIAMSVILLE, New York

05

Office Locations

WILLIAMSVILLE, New York

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. ROBSHAW & JULIAN ASSOCIATES INC (CRD# 110305) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.