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LEE R. ROBINSON & ASSOCIATES
ROBINSON, LEE ROBERT
CRD 136458
5250 CLAREMONT AVENUE, SUITE 218, STOCKTON, CA, 95207, United States
Phone
209-472-3727
Fax
209-472-3453
Registration
— (—)
Source
State registered
Total AUM
$3.9M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-02-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $3.9M |
All web addresses on file
Official SEC filing: View on IAPD