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Robinson, David Preston (Portland)


Robinson, David Preston is a large advisory firm based in Portland. It manages $113.28 million of regulatory assets for 373 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Maine, Massachusetts, and New Hampshire.

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Robinson, David Preston provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Robinson, David Preston: assets under management

The assets under management (AUM) of Robinson, David Preston is $113.28 million. The firm's AUM has grown by 209% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $112.5 million in discretionary accounts and $781.23 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $302.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $781.23 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robinson, David Preston for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portland

The principal office where Robinson, David Preston performs its advisory services is located at 100 Commercial Street, Portland, ME 04101, 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 207-874-9840 or by fax 207-874-9047. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.robinsonfinancial.com.


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