Robbins Wealth Management
Firm details
- Headquarters
- Erie, Pennsylvania
- CRD number
- 106088
- Registered since
- January 31, 1991
- Website
- www.investrwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.01%
- Individuals22.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Robbins Wealth Management is an independent registered investment adviser organized as a corporation and first registered with the SEC in 1991. The firm serves individual and family clients with a mix of financial planning and portfolio management for individuals and small businesses, and it lists accounting among its business activities. Compensation blends asset-based fees with hourly and fixed-fee arrangements. Robbins identifies as a non-ESG investor and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities15%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
3 of 4
Eric Robbins
Financial AdvisorCRD 4606856
Janice Robbins
OwnerCRD 6461264
James Robbins
PresidentCRD 1133425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Erie, PA
Erie
Location
Erie, PA
Headquartered in Erie, PA, anchoring the Erie-Meadville, PA metro in the Northeast.
- Metro area
- Erie-Meadville, PA
- Region
- Northeast
- County
- Erie
- Address
- 3939 W Ridge Rd
- Time zone
- ET (UTC-5)
- Office locations
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