Robinson & Wilkes, Ltd. is a large advisory firm based in San Antonio. It manages $48.36 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Texas.
Robinson & Wilkes provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Robinson & Wilkes, Ltd. is $48.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 23% 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 Robinson & Wilkes, Ltd. 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.
The principal office where Robinson & Wilkes, Ltd. performs its advisory services is located at 14800 San Pedro Ave., Suite 114, San Antonio, TX 78232 3733, 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 210-490-2545 or by fax 210-490-2353. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.robinsonwilkes.com.