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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARD, EDWARD, LEE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (6)
AZ CA CO FL OR WA
Address
3425 CARILLON POINTBUILDING 3000, 4TH FLOOR
KIRKLAND, WA 98033
United States
Phone: 452-296-1611