John
Robinson

Bridge Capital Advisors

CRD#2116630
Investment Advisor
in Houston, TX

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About this Advisor

John Robinson is a financial advisor based in Houston, Texas, working with Bridge Capital Advisors. John has previously held positions at Steelbridge Consulting, Pfm Asset Management, Consequent Capital Management, and Bridge Capital Advisors. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, John is part of Bridge Capital Advisors, which operates out of Houston, Texas. The firm has 3 employees and manages assets totaling $443 million. The services offered by the firm include portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Bridge Capital Advisors includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

5718 Westheimer Rd, Suite 1000
Houston, TX 77057

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Bridge Capital Advisors Brokerage Details

Total Assets Under Management

$442,982,939

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

5

TX Average: 2,315
Average Account Size

$88,596,588

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

John Robinson Work History

2021 - Present (3 years)

Bridge Capital Advisors

2018 - 2021 (3 years)

Consequent Capital Management

2015 - 2018 (3 years)

Pfm Asset Management

2014 - 2015 (1 year)

Steelbridge Consulting

Disclosures

Please visit the SEC profile of John 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 Bridge Capital Advisors

John Robinson
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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