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ROBINSWOOD FINANCIAL
ROBINSWOOD FINANCIAL LLC
CRD 143417 · SEC 801-68234
3425 CARILLON POINT, BUILDING 3000, 4TH FLOOR, KIRKLAND, WA, 98033, United States
Phone
452-296-1611
Fax
425-296-1612
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$433.3M
Discretionary AUM
$433.3M
Team
6 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 360 | $108.7M |
| High net worth individuals | 128 | $310.2M |
States served
AZ, CA, CO, OR, WA, FL
All web addresses on file
Official SEC filing: View on IAPD