ROBINSWOOD FINANCIAL

RIASEC RegisteredEst. 2007

Total AUM

$433M

Discretionary

$433M

100% of AUM

Avg account

$313K

Accounts

1,384

Employees

Advisory reps

Firm details

Headquarters: KIRKLAND, Washington
CRD number: 143417
Registered since: August 20, 2007
Website: robinswoodfinancial.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.58%
Individuals25.08%
Corporations / Businesses1.71%
Charitable Organizations1.63%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Robinswood Financial is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm is owned by an individual and focuses its practice on servicing individuals and families. Advisory services listed on its Form ADV emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation arrangements are flexible: percentage-of-AUM fees are used alongside hourly and fixed-fee engagements. The firm reports a clear preference for equity-oriented strategies across client accounts, and it operates primarily on a discretionary basis. Robinswood Financial does not identify as an active ESG investor and is not flagged as a multi-state adviser. The firm was named to investor.com’s “Top RIA Firms to Watch” list in 2020.