Robin Pinkham Investment Advisory, LLC
RIAState 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 small, independent registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management primarily for individuals and small businesses and is compensated on a percentage-of-AUM basis. It is not positioned as a capital allocator and does not market itself as an ESG-focused or multi-state adviser. The firm's regulatory footprint is limited in scale and its stated business activity includes acting as a salesperson for other financial products.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations