R
$241.7M Total AUM
$15.1M Disc. AUM
12.6% 3Y CAGR
3 Employees
139 ADV. Clients
35 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-1990
- Office Locations
- 1
Office Locations
3939 West Ridge Road Suite C2 Erie PA
About Robbins Wealth Management
Robbins Wealth Management is a Erie-based RIA. The firm has been operating for 35 years. Managing $241.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
46 AVG AGE
$80.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
26.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
35yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JAMES HARRISON ROBBINS
Chief Compliance Officer, President
- CRD
- #1133425
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JANICE KAY ROBBINS
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
ERIC JAMES ROBBINS
--
- CRD
- #4606856
Available
Available
Available
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,055,180 | $1,003,679 |
| Non-Discretionary | $226,599,165 | $631,195 |
| Total | $241,654,345 | $646,135 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing