ROBINSWOOD FINANCIAL LLC
Legal name: ROBINSWOOD FINANCIAL
CRD #143417 SEC #801-68234 KIRKLAND, WA 452-296-1611
SEC Registered
Total AUM
$366.6M
Discretionary
$364.3M
Employees
5
Clients
10
Accounts
1,302
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $366.6M | $364.3M | $2.3M | 5 | 0 |
| Apr 2024 | $321M | $321M | $0 | 5 | 358 |
| Apr 2023 | $305.7M | $305.5M | $166.6K | 5 | 0 |
| Apr 2022 | $412.6M | $409.5M | $3.1M | 4 | 0 |
| Jan 2021 | $336.9M | $334.2M | $2.7M | 5 | 0 |
| Jul 2020 | $282.7M | $281M | $1.7M | 5 | 0 |
| Mar 2019 | $274.4M | $272M | $2.3M | 5 | 0 |
| Mar 2018 | $282.1M | $278.9M | $3.2M | 5 | 0 |
| Apr 2017 | $251.9M | $249.1M | $2.8M | 4 | 500 |
| Mar 2016 | $228.9M | $226.2M | $2.7M | 4 | 500 |
| Mar 2015 | $319.3M | $315.2M | $4.2M | 6 | 500 |
| Dec 2014 | $317.9M | $314.8M | $3.2M | 6 | 500 |
| Mar 2014 | $300.6M | $299.8M | $750.6K | 6 | 500 |
| Mar 2013 | $254.2M | $250.3M | $3.8M | 6 | 400 |
| Apr 2012 | $222.6M | $219.3M | $3.3M | 6 | 400 |
| Mar 2011 | $196.5M | $195.2M | $1.3M | 10 | -- |
| Mar 2009 | $40M | $40M | $0 | 5 | -- |
| Aug 2007 | $25.4M | $25.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$366.6M
Discretionary$364.3M
Non-Disc.$2.3M
Employees5
Clients0
DateApr 2024
Total AUM$321M
Discretionary$321M
Non-Disc.$0
Employees5
Clients358
DateApr 2023
Total AUM$305.7M
Discretionary$305.5M
Non-Disc.$166.6K
Employees5
Clients0
DateApr 2022
Total AUM$412.6M
Discretionary$409.5M
Non-Disc.$3.1M
Employees4
Clients0
DateJan 2021
Total AUM$336.9M
Discretionary$334.2M
Non-Disc.$2.7M
Employees5
Clients0
DateJul 2020
Total AUM$282.7M
Discretionary$281M
Non-Disc.$1.7M
Employees5
Clients0
DateMar 2019
Total AUM$274.4M
Discretionary$272M
Non-Disc.$2.3M
Employees5
Clients0
DateMar 2018
Total AUM$282.1M
Discretionary$278.9M
Non-Disc.$3.2M
Employees5
Clients0
DateApr 2017
Total AUM$251.9M
Discretionary$249.1M
Non-Disc.$2.8M
Employees4
Clients500
DateMar 2016
Total AUM$228.9M
Discretionary$226.2M
Non-Disc.$2.7M
Employees4
Clients500
DateMar 2015
Total AUM$319.3M
Discretionary$315.2M
Non-Disc.$4.2M
Employees6
Clients500
DateDec 2014
Total AUM$317.9M
Discretionary$314.8M
Non-Disc.$3.2M
Employees6
Clients500
DateMar 2014
Total AUM$300.6M
Discretionary$299.8M
Non-Disc.$750.6K
Employees6
Clients500
DateMar 2013
Total AUM$254.2M
Discretionary$250.3M
Non-Disc.$3.8M
Employees6
Clients400
DateApr 2012
Total AUM$222.6M
Discretionary$219.3M
Non-Disc.$3.3M
Employees6
Clients400
DateMar 2011
Total AUM$196.5M
Discretionary$195.2M
Non-Disc.$1.3M
Employees10
Clients--
DateMar 2009
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees5
Clients--