RIA Intel›Advisers›New York›ROBSHAW & JULIAN ASSOCIATES INC

ROBSHAW & JULIAN ASSOCIATES INC

Advisory

N·WILLIAMSVILLE, NY

Data as of Mar 7, 2017 · Source: SEC Form ADV

Total AUM

$170M

1-Year AUM Growth

+9.6%

3-Year CAGR

+2.4%

Employees

4

Assets Under Management

Total AUM$170M

Discretionary AUM$143M

Non-Discretionary AUM$28M

Discretionary %83.8%

Total Clients—

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingMar 26, 2001

Latest FilingMar 7, 2017

🔒 Full AUM trend chart and 19 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ROBSHAW & JULIAN ASSOCIATES INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.