Robinswood Financial

Robinswood Financial (CRD# 143417) is a financial advisory firm headquartered in Kirkland, WA. They manage $305,654,716 in 1,064 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033
http://www.robinswood.com
By the Numbers
  • Total Assets Under Management
    306
    MILLION
  • Total Number of Accounts
    1,064
    ACCOUNTS
  • Average Account Value
    $287,269
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.

AZ, CA, OR, WA

Financial Advisors at Robinswood Financial
Showing 1 - 6 of 6 top financial advisors.
1
Allen Abbott, financial advisor Kirkland WA
Allen L. Abbott
CRD#: 2538997
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033

Allen Abbott (CRD# 2538997) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 28 years of experience in the finance industry.

2
Jeanne Forrey, financial advisor Kirkland WA
Jeanne E. Forrey
CRD#: 4276321
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033

Jeanne Forrey (CRD# 4276321) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 22 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 Guild, financial advisor Kirkland WA
Robert W. Guild
CRD#: 2486426
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033

Robert Guild (CRD# 2486426) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 29 years of experience in the finance industry.

4
Robert Macrae, financial advisor Kirkland WA
Robert D. Macrae
CRD#: 6844196
3425 Carillon Point, Building 3000, Kirkland, WA 98033

Robert Macrae (CRD# 6844196) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 5 years of experience in the finance industry.

5
Edward Ward, financial advisor Kirkland WA
Edward L. Ward
CRD#: 2848710
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033

Edward Ward (CRD# 2848710) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 26 years of experience in the finance industry.

6
Janet Weisman, financial advisor Kirkland WA
Janet H. Weisman
CRD#: 4661439
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033

Janet Weisman (CRD# 4661439) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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