L
CRD: 136458
LEE R. Robinson & Associates
Stockton, CA, 95207
2094723727
$3.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
38 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-04-1987
- Office Locations
- 1
Office Locations
5250 Claremont Avenue Suite 218 Stockton CA
About LEE R. Robinson & Associates
LEE R. Robinson & Associates is a Stockton-based RIA. The firm has been operating for 38 years. Managing $3.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and LPL Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
65 AVG AGE
$3.9M AVG AUM / ADVISOR
$185.7K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
38yrs Firm Age
Insights
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Investment Themes
Wave
Investment Vehicles
Timber fusion
Services
Vital frontier Value north Quantum Vital north Pioneer momentum Summit eagle
Owner & Executives
L
LEE ROBERT ROBINSON
Financial Planner
- CRD
- #849855
- Ownership
- 75% or more
(202) 337-7424
wave.harbor@peakcapital.com
in linkedin.com/in/vertex-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,900,000 | -- |
| Total | $3,900,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,900,000
Equity - Exchange:
21.1% Cash:
46.1% Public Funds:
32.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,546,846,723 | 21.1% |
| Cash | $3,379,603,505 | 46.1% |
| Public Funds | $2,404,576,897 | 32.8% |
| Total | $7,331,027,125 | 100.0% |