Robinswood Financial

Robinswood Financial (CRD# 143417) is a financial advisory firm headquartered in Kirkland, WA. They manage $321,000,000 in 1,036 accounts and serve the financial needs of clients across 5 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
    321
    MILLION
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $309,846
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, OR, WA

Financial Advisors at Robinswood Financial
Showing 1 - 5 of 5 top financial advisors.
1
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.

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

Jeanne Macrae (CRD# 4276321) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 23 years of experience in the finance industry.

3
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 6 years of experience in the finance industry.

4
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 27 years of experience in the finance industry.

5
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.

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