Robbins Farley LLC
Firm details
- Headquarters
- Bedford, New Hampshire
- CRD number
- 286581
- Registered since
- April 14, 2020
- Website
- www.robbinsfarley.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.33%
- Individuals18.88%
- Pension & Profit Sharing Plans1.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Robbins Farley LLC is an independent registered investment adviser formed as an LLC and operating with a primary focus on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Its fees are charged as a percentage of assets under management and, where appropriate, via hourly or fixed-fee arrangements. Robbins Farley is not organized as a multi-state adviser or a capital allocator and does not identify as an active ESG investor. The firm lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents11%
- US Government Bonds1%
Contacts
3 of 4
David Lanzillo
Vice President, Wealth AdvisorCRD 2779989
Patrick Grasso
Portfolio ManagerCRD 6350605
Allie Henke
Registered Client Service AssociateCRD 7266409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$40.2M in ETFs
88%
$35.5M
11%
$4.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $10.9M | 342,610 | 27.00% |
Location
Bedford, NH
Hillsborough
Location
Bedford, NH
Headquartered in Bedford, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 6 Bedford Farms Dr
- Time zone
- ET (UTC-5)
- Office locations
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