Investment adviser · CRD 110305

ROBSHAW & JULIAN ASSOCIATES INC

Investment adviser filing (IA)

WILLIAMSVILLE, NY, United States · Form ADV filed Mar 7, 2017

Regulatory AUM
$170M
Form ADV · Item 5.F
Client accounts
209
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 7, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Publication of newsletters

Compensation

Percentage of assets

Principal office

6255 SHERIDAN DRIVE, SUITE 400
WILLIAMSVILLE, NY, 14221, United States

CRD 110305

Filing source

Form ADV 1071065 · Mar 7, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.