Robasciotti & Philipson

Robasciotti & Philipson (CRD# 151411) is a financial advisory firm headquartered in San Francisco, CA. They manage $74,744,699 in 394 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    394
    ACCOUNTS
  • Average Account Value
    $189,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Robasciotti & Philipson
Showing 1 - 4 of 4 top financial advisors.
1
Maya J. Philipson
CRD#: 4929979
870 Market Street, Suite 1275, San Francisco, CA 94102
93
Wealthminder
score

Maya Philipson (CRD# 4929979) is an Investment Advisor Representative working at Robasciotti & Philipson in San Francisco, CA and has over 11 years of experience in the finance industry.

2
Rachel J. Robasciotti
CRD#: 4334879
870 Market Street, Suite 1275, San Francisco, CA 94102
93
Wealthminder
score

Rachel Robasciotti (CRD# 4334879) is an Investment Advisor Representative working at Robasciotti & Philipson in San Francisco, CA and has over 14 years of experience in the finance industry.

3
Elizabeth E. Taylor
CRD#: 6404273
870 Market Street, Suite 1275, San Francisco, CA 94102
90
Wealthminder
score

Elizabeth Taylor (CRD# 6404273) is an Investment Advisor Representative working at Robasciotti & Philipson in San Francisco, CA and has 1 year of experience in the finance industry. Elizabeth Taylor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Shannon Blackmon
CRD#: 6147160
870 Market Street, Suite 1275, San Francisco, CA 94102
70
Wealthminder
score

Shannon Blackmon (CRD# 6147160) is an Investment Advisor Representative working at Robasciotti & Philipson in San Francisco, CA and has over 3 years of experience in the finance industry.

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