Robinswood Financial LLC
● SEC registered since 2007CRD 143417SEC# 801-68234Kirkland, WA
Reg. AUM
$433.3M
Employees
6
Accounts
1,384
Location
Kirkland, WA
Robinswood Financial LLC assets under management
Robinswood Financial LLC is an investment advisory firm registered with the SEC based in Kirkland, WA. The firm has been registered since 2007. It reports $433.3 million in regulatory assets under management and employs 6 people.
Robinswood Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Lee Ward Control | Managing Member/Chief Compliance Officer | Over 75% | 2007 |
| Robert David MacRae | Co-Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Robinswood Financial LLC manage?
Robinswood Financial LLC reports $433.3 million in regulatory assets under management on its Form ADV.
How many employees does Robinswood Financial LLC have?
Robinswood Financial LLC reports 6 employees.
Where is Robinswood Financial LLC located?
Robinswood Financial LLC is based in Kirkland, WA and has been SEC-registered since 2007.
Does Robinswood Financial LLC disclose fund performance?
Robinswood Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA 98033 |
| Phone | 452-296-1611 |
| Fax | 425-296-1612 |
| Office hours | 6:00 a.m. - 2:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$433.3M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$433.3Mregulatory AUM
Discretionary $433.3MNon-discretionary $44