Robbins Financial Advisory Service Inc
● SEC registered since 1991CRD 106088SEC# 801-38204Erie, PA
Reg. AUM
$241.7M
Employees
3
Accounts
374
Location
Erie, PA
Robbins Financial Advisory Service Inc assets under management
Robbins Financial Advisory Service Inc is an SEC-registered investment adviser based in Erie, PA. The firm has been registered since 1991. It reports $241.7 million in regulatory assets under management and employs 3 people.
Robbins Financial Advisory Service Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Harrison Robbins Control | President/Chief Compliance Officer | 50-75% | 1991 |
| Janice Kay Robbins | Owner | 50-75% | 1990 |
| Russell Ian Merwick | Vice President, Operation Manager | Under 5% | 2025 |
Frequently asked questions
How much does Robbins Financial Advisory Service Inc manage?
Robbins Financial Advisory Service Inc reports $241.7 million in regulatory assets under management on its Form ADV.
How many employees does Robbins Financial Advisory Service Inc have?
Robbins Financial Advisory Service Inc reports 3 employees.
Where is Robbins Financial Advisory Service Inc located?
Robbins Financial Advisory Service Inc is based in Erie, PA and has been SEC-registered since 1991.
Does Robbins Financial Advisory Service Inc disclose fund performance?
Robbins Financial Advisory Service Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3939 West Ridge Road, Suite C2, Erie, PA 16506-1887 |
| Phone | 814-838-4185 |
| Fax | 814-838-2268 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$241.7M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$241.7Mregulatory AUM
Discretionary $15.1MNon-discretionary $226.6M