This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2022
- Office Locations
- 2
Office Locations
About Robinson Global Investment Management LLC
Robinson Global Investment Management provides personalized wealth planning and ongoing investment management for individuals and families, with a focus on retirement and legacy goals. The firm emphasizes disciplined portfolio construction and risk management, using public funds such as ETFs and mutual funds alongside fixed income and select alternatives. Works with major custodians including Charles Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS RICHARD ROBINSON
Chief Executive Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2751048
- Ownership
- 75% or more
DEBBIE ROBINSON HERNANDEZ
Chief Compliance Officer, TREASURER
- CRD
- #2820463
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,719,785 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,719,785 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing