Be advised. This firm is no longer registered.

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).

Current Firm Details
6255 Sheridan Drive, Suite 400, Williamsville, NY 14221
http://www.robshawjulian.com
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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Robshaw & Julian Associates Inc.
No Advisor Found.

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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