Douglas
Robinson
Rcm Robinson Capital Management LLC
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About this Advisor
Douglas Robinson is a financial advisor who works out of Mill Valley, California who has 18 years of industry experience. Robinson is currently employed by Rcm Robinson Capital Management LLC. Over the course of their career, Robinson has held roles at Rcm Robinson Capital Management LLC, Foothill Securities, Inc and Securities America, Inc. Robinson holds a Series 63 license, which qualifies them as a securities broker, and is able to work in California. Rcm Robinson Capital Management LLC is a financial advisory company based in Mill Valley, CA. It manages $103 million in total assets across its nine customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its nine customer accounts, 56% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors typically vary depending on the type of services offered. Fees charged by Rcm Robinson Capital Management LLC most likely include any combination of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rcm Robinson Capital Management LLC Brokerage Details
$103,074,719
1
9
$11,452,747
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Douglas Robinson Work History
Douglas has been registered as a financial advisor for 18 years.*
Securities America, Inc
Rcm Robinson Capital Management LLC
Foothill Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Robinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rcm Robinson Capital Management LLC
Mill Valley, CA
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