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
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 7, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BISHOP, DIANE, ALLISON | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BISHOP, DIANE, ALLISON | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BISHOP, DIANE, ALLISON | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BISHOP, DIANE, ALLISON | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| BISHOP, DIANE, ALLISON | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| ROCHE, RONALD, MICHAEL | I | VICE PRESIDENT | NA | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| JULIAN, JAMES, PHILIP | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
| ROBSHAW, STEPHEN, RYAN | I | PRESIDENT | D | Control |
Registrations
Federal
IA
Mar 7, 2017 REGISTERED
Notice Filings (1)
NY
Address
6255 SHERIDAN DRIVESUITE 400
WILLIAMSVILLE, NY 14221
United States
Phone: 716-633-6555