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David Preston Robinson D/B/A Robinson Financial Associates (Portland)


David Preston Robinson D/B/A Robinson Financial Associates is a large advisory firm based in Portland. It manages $33.66 million of regulatory assets for 205 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Maine.




David Preston Robinson D/B/A Robinson Financial Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

David Preston Robinson D/B/A Robinson Financial Associates: assets under management

The assets under management (AUM) of David Preston Robinson D/B/A Robinson Financial Associates is $33.66 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $32.39 million in discretionary accounts and $1.28 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $162.75 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $212.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay David Preston Robinson D/B/A Robinson Financial Associates for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where David Preston Robinson D/B/A Robinson Financial Associates performs its advisory services is located at 100 Commercial Street, Portland, ME 04101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 207-874-9840 or by fax 207-874-9047. The normal business hours are 8am to 5pm on Monday - Friday.


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