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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-30-2017
- Office Locations
- 1
Office Locations
About Robbins Farley LLC
Robbins Farley is an independent Bedford, NH firm providing personalized financial planning, retirement planning, and ongoing investment/portfolio management for working professionals, families, retirees, and entrepreneurs. They serve clients across New Hampshire and can meet virtually or travel for other regions. Investment work centers on asset allocation, primarily using ETFs and mutual funds, with Charles Schwab & Co. as a key custodian.
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Owner & Executives
COLLEEN ELEANOR FARLEY
Chief Compliance Officer
- CRD
- #4886461
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Patrick Lowell Grasso
--
- CRD
- #6350605
Allie Elizabeth Henke
--
- CRD
- #7266409
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,734,221 | $340,612 |
| Non-Discretionary | $131,057 | $131,057 |
| Total | $252,865,278 | $340,330 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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