ROBSHAW & JULIAN ASSOCIATES INC
CRD #110305 SEC #801-17552 WILLIAMSVILLE, NY 716-633-6555
SEC Registered
Total AUM
$170.3M
Discretionary
$142.7M
Employees
4
Clients
1
Accounts
209
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2017 | $170.3M | $142.7M | $27.6M | 4 | 200 |
| Mar 2016 | $155.4M | $130.1M | $25.3M | 4 | 200 |
| May 2015 | $167.2M | $134.6M | $32.5M | 4 | 200 |
| Mar 2015 | $167.2M | $134.6M | $32.5M | 3 | 200 |
| Mar 2014 | $158.6M | $127.8M | $30.8M | 3 | 200 |
| Mar 2013 | $144.8M | $112.1M | $32.6M | 3 | 200 |
| Mar 2012 | $139.2M | $107.3M | $31.9M | 1 | 200 |
| Mar 2011 | $149.9M | $120M | $30M | 5 | -- |
| Mar 2011 | $149.9M | $120M | $30M | 5 | -- |
| Mar 2008 | $178.1M | $148M | $30.1M | 5 | -- |
| Mar 2007 | $171.7M | $142.9M | $28.8M | 5 | -- |
| Mar 2006 | $174.3M | $147.5M | $26.7M | 5 | -- |
| Sep 2005 | $245.8M | $218.3M | $27.6M | 5 | -- |
| Mar 2002 | $252.9M | $249.3M | $3.6M | 5 | -- |
DateMar 2017
Total AUM$170.3M
Discretionary$142.7M
Non-Disc.$27.6M
Employees4
Clients200
DateMar 2016
Total AUM$155.4M
Discretionary$130.1M
Non-Disc.$25.3M
Employees4
Clients200
DateMay 2015
Total AUM$167.2M
Discretionary$134.6M
Non-Disc.$32.5M
Employees4
Clients200
DateMar 2015
Total AUM$167.2M
Discretionary$134.6M
Non-Disc.$32.5M
Employees3
Clients200
DateMar 2014
Total AUM$158.6M
Discretionary$127.8M
Non-Disc.$30.8M
Employees3
Clients200
DateMar 2013
Total AUM$144.8M
Discretionary$112.1M
Non-Disc.$32.6M
Employees3
Clients200
DateMar 2012
Total AUM$139.2M
Discretionary$107.3M
Non-Disc.$31.9M
Employees1
Clients200
DateMar 2011
Total AUM$149.9M
Discretionary$120M
Non-Disc.$30M
Employees5
Clients--
DateMar 2011
Total AUM$149.9M
Discretionary$120M
Non-Disc.$30M
Employees5
Clients--
DateMar 2008
Total AUM$178.1M
Discretionary$148M
Non-Disc.$30.1M
Employees5
Clients--
DateMar 2007
Total AUM$171.7M
Discretionary$142.9M
Non-Disc.$28.8M
Employees5
Clients--
DateMar 2006
Total AUM$174.3M
Discretionary$147.5M
Non-Disc.$26.7M
Employees5
Clients--
DateSep 2005
Total AUM$245.8M
Discretionary$218.3M
Non-Disc.$27.6M
Employees5
Clients--
DateMar 2002
Total AUM$252.9M
Discretionary$249.3M
Non-Disc.$3.6M
Employees5
Clients--