Robasciotti & Associates , Inc.
● SEC registered since 2018CRD 151411SEC# 801-113385
Reg. AUM
$320.4M
Employees
17
Accounts
5
Location
—
Robasciotti & Associates , Inc. assets under management
Robasciotti & Associates, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2018. It reports $320.4 million in regulatory assets under management and employs 17 people.
Robasciotti & Associates , Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Maya Jean Philipson Control | Coo, Secretary (corporate), Chief Compliance Officer | 25-50% | 2008 |
| Rachel Joyce Robasciotti Control | Co-Ceo, President (corporate) | 50-75% | 2004 |
Frequently asked questions
How much does Robasciotti & Associates, Inc. manage?
Robasciotti & Associates, Inc. reports $320.4 million in regulatory assets under management on its Form ADV.
How many employees does Robasciotti & Associates, Inc. have?
Robasciotti & Associates, Inc. reports 17 employees.
Does Robasciotti & Associates, Inc. disclose fund performance?
Robasciotti & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 415-986-5500 |
| Fax | 415-986-5502 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$320.4M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$320.4Mregulatory AUM
Discretionary $320.4M