Robinson Global Investment Management LLC

RIASEC Registered
Total AUM
$58.7M
Discretionary
$58.7M
100% of AUM
Avg account
$725K
Accounts
81
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
316962
Custodians
CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI97.53%
  • Individuals2.47%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Robinson Global Investment Management LLC is an independent, privately owned registered investment adviser organized as an LLC that focuses on individuals and families. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm charges clients through a mix of fee arrangements — percentage of assets under management, hourly rates, and fixed fees — and does not identify as an active ESG investor. The firm is not structured as a capital allocator and is not listed as a multistate adviser in the source material. Services appear to be delivered directly to client households rather than through a third-party advisory-of-advisors model.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, US Government Bonds 4%, Cash & Cash Equivalents 4%, Exchange Traded Equities 2%90%
  • Public Funds/Mutual Funds90%
  • US Government Bonds4%
  • Cash & Cash Equivalents4%
  • Exchange Traded Equities2%

Owners & executives

2 of 2
  • Debbie Hernandez

    Debbie Hernandez

    Chief Compliance OfficerCRD 2820463

  • Thomas Robinson

    Thomas Robinson

    CEO and Chief Investment OfficerCRD 2751048

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth