Robshaw & Julian Associates Inc.

Robshaw & Julian Associates Inc. (CRD# 110305) is a financial advisory firm headquartered in Williamsville, NY. They manage $155,404,645 in 202 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    155
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $769,330
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
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.

NY

Financial Advisors at Robshaw & Julian Associates Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.