Robshaw & Julian Associates Inc is a large advisory firm based in Williamsville. It manages $170.33 million of regulatory assets for 209 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of New York.
Robshaw & Julian Associates provides financial planning services, portfolio management for individuals and small businesses, and publication of newsletters. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Robshaw & Julian Associates Inc is $170.33 million. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Robshaw & Julian Associates Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stephen Ryan Robshaw has been acting as President since 1 Nov 1982. Ronald Michael Roche joined the executive team most recently as the Vice President.
The principal office where Robshaw & Julian Associates Inc performs its advisory services is located at 6255 Sheridan Drive, Williamsville, NY 14221, 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 716-633-6555 or by fax 716-633-2235. The normal business hours are 9:00a.m. - 5:00p.m. on Monday - Friday. You can find more information about the New York firm at robshawjulian.com.