ROBIN PINKHAM INVESTMENT ADVISORY, LLC
RIASEC Registered
Total AUM
$500K
Discretionary
$497K
99% of AUM
Avg account
$100K
Accounts
5
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 150596
- Custodians
- TD AMERITRADE, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Robin Pinkham Investment Advisory, LLC is a limited liability company focused on providing portfolio management services primarily for individuals and small businesses. The firm operates as an unclassified entity and does not engage in capital allocation. It generates revenue through a fee structure based on a percentage of assets under management. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities65%
- Cash & Cash Equivalents35%
Contacts
1 of 1ROBIN PINKHAM
OwnerCRD 1768005
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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