A complete list of active advisors currently associated with Robin Pinkham Investment Advisory, LLC
Warmer can help you find a great advisor at Robin Pinkham Investment Advisory, LLC or one who fits your needs even better.
Robin Pinkham Investment Advisory, LLC provides advisory and individualized portfolio management services primarily for a high‑net‑worth individual client, overseeing approximately $500,000 in client assets. The firm’s Form ADV describes services aimed at individual investors rather than institutional or pooled‑vehicle clients. The brochure indicates the firm delivers direct portfolio management and ongoing account oversight, with regular reviews described in its reporting and account‑review sections. It also discloses the recommendation and sale of other financial products in support of client objectives. Compared with peers, the firm is unusually small and client‑focused (one client, ~$500k AUM) while serving a high‑net‑worth individual, a combination that is uncommon among similar advisers. The firm’s use of an asset‑based (percentage‑of‑AUM) fee arrangement, its engagement in other financial product sales, and its absence of private‑fund advisory activity are notable distinctions relative to most firms in its category.
To learn more about the advisors currently working at Robin Pinkham Investment Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Fairfield, CT
| 30
|
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