R
$302.7K Total AUM
$302.7K Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
1 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-15-2025
- Office Locations
- 1
Office Locations
-- Hobbs NM
About Robinson Wealth AND Financial Planning
Robinson Wealth AND Financial Planning is a Hobbs-based RIA. The firm has been operating for 1 years. Managing $302.7K in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
-- AVG AGE
$302.7K AVG AUM / ADVISOR
$43.2K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Kristina Angela Robinson
Chief Compliance Officer, Co-Owner, Managing Member
- CRD
- #7942185
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $302,670 | -- |
| Non-Discretionary | $0 | -- |
| Total | $302,670 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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