Robinswood Financial

Robinswood Financial (CRD# 143417) is a financial advisory firm headquartered in Kirkland, WA. They manage $228,865,115 in 1,046 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    1,046
    ACCOUNTS
  • Average Account Value
    $218,800
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
  • Pension consulting services
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, OR, WA

Financial Advisors at Robinswood Financial
Showing 1 - 5 of 5 top financial advisors.
1
Brian D. Gawthrop
CRD#: 4514776
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033
103
Wealthminder
score
Brian Gawthrop (CRD# 4514776) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 14 years of experience in the finance industry. Brian Gawthrop 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
Jeanne E. Forrey
CRD#: 4276321
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033
96
Wealthminder
score

Jeanne Forrey (CRD# 4276321) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 16 years of experience in the finance industry. Jeanne Forrey 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.

3
Robert W. Guild
CRD#: 2486426
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033
96
Wealthminder
score

Robert Guild (CRD# 2486426) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 22 years of experience in the finance industry.

4
Edward L. Ward
CRD#: 2848710
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033
93
Wealthminder
score

Edward Ward (CRD# 2848710) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 19 years of experience in the finance industry.

5
Janet H. Weisman
CRD#: 4661439
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033
93
Wealthminder
score

Janet Weisman (CRD# 4661439) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 13 years of experience in the finance industry.

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