James
Robinson

Robinson Capital Management, LLC

CRD#2366903
Investment Advisor
in Grosse Pointe, MI

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About this Advisor

James Robinson is a financial advisor working in Grosse Pointe, Michigan with a total of 10 years of relevant experience. Robinson is an advisor for Robinson Capital Management, LLC. They have been employed by Robinson Capital Management, Llc for their total career. Robinson holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Michigan. Robinson Capital Management, LLC is an advisory business operating out of Grosse Pointe, MI. It administers $1 billion in assets under management among its 48 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. The advisory firm has a set of services, such as portfolio management for investment companies, portfolio management for institutional clients and publication of newsletters. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees charged by Robinson Capital Management, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

10 years

Services Offered

Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

63 Kercheval Suite 111
Grosse Pointe, MI 48236

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Robinson Capital Management, LLC Brokerage Details

Total Assets Under Management

$1,178,715,090

MI Average: $943,424,332
Total Number of Employees

7

MI Average: 21
Total Number of Accounts

48

MI Average: 1,586
Average Account Size

$24,556,564

MI Average: $594,845

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

James Robinson Work History

James has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Robinson Capital Management, LLC

*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 James 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 Robinson Capital Management, LLC

James Robinson
Grosse Pointe, MI
Charles Thomas
Grosse Pointe, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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