Steve Robbins, Inc. (Florissant)

Name: Steve Robbins, Inc.
Address: 325 Rue Saint Francois, Florissant, MO, 63031
Telephone: 314-839-4600

Steve Robbins, Inc. is an adviser based in Florissant. It manages $24.47 million of regulatory assets for 461 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Illinois, Missouri, and Texas.

Steve Robbins provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Steve Robbins: assets under management

The assets under management (AUM) of Steve Robbins, Inc. is $24.47 million. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.94 million in discretionary accounts and $1.52 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $65.56 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.72 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Steve Robbins, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Steve Robbins, Inc.

Stephen Douglas Robbins has been acting as President since 1 Feb 2000. Lisa Michelle Avenevoli joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Douglas Robbins	President	1 Feb 2000	75% - 100%	1613641
Lisa Michelle Avenevoli	Chief compliance officer	1 Jan 2004	Other	4174127
Lisa Michelle Avenevoli	Chief compliance officer	1 Apr 2004	Other	4174127

Based in Florissant

The principal office where Steve Robbins, Inc. performs its advisory services is located at 325 Rue Saint Francois, Florissant, MO 63031, 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 314-839-4600 or by fax 314-839-5772. 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.investoneonline.com.