Robinson Smith Wealth Advisors, LLC
New Hampshire
Registered In
02/21/2013
Incorp. Date
Foreign
Registration Type
Company Summary
Robinson Smith Wealth Advisors, LLC at 2 Monument Sq STE 501, Portland, Me 04101 lists Tracey Daigle of Portland, ME and David M Smith of Portsmouth, NH.
Overview
Registered In
New Hampshire
Incorporation Date
Company Type
Foreign Limited Liability Company
Status
Good Standing
Registration Type
Foreign
Website
Email
******@robinsonsmithwealth.com
Phone
(207) 874-****
Search Other Resources
People
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Money, Kenneth F, Jr Esq
Registered Agent
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118 MAPLEWOOD AVENUE SB4, PORTSMOUTH, NH 03801
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Tracey Daigle
Member
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2 MONUMENT SQ STE 501, PORTLAND, ME 04101
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David M Smith
Member
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1 HARBOUR PL UNIT 12, PORTSMOUTH, NH 03801
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Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history
Map & Locations
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2 MONUMENT SQ STE 501, PORTLAND, ME 04101
View Map
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Alias/DBA
Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).
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Robinson Smith
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Portland, ME | ||
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Robinson Smith Wealth
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Portland, ME | ||
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Rsw
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Portland, ME | ||
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Rswa
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Portland, ME |
Financials
Financial Information for Robinson Smith Wealth Advisors, LLC
Form 5500
ROBINSON SMITH WEALTH ADVISORS, LLC
1 Harbour Place Suite #12, Portsmouth, Nh 03801 (603) 427-8926 EIN:46-1982703 Plan Admin:David Smith| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameROBINSON SMITH WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 7 Assets BOY/EOY$594,846 / $680,649 | 2023 | ROBINSON SMITH WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 7 | $594,846 / $680,649 |
| 2022 | Plan NameROBINSON SMITH WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 8 Assets BOY/EOY$609,884 / $594,846 | 2022 | ROBINSON SMITH WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 8 | $609,884 / $594,846 |
| 2021 | Plan NameROBINSON SMITH WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$441,557 / $609,884 | 2021 | ROBINSON SMITH WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 6 / 6 | $441,557 / $609,884 |
| 2020 | Plan NameROBINSON SMITH WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$330,783 / $441,557 | 2020 | ROBINSON SMITH WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $330,783 / $441,557 |
| 2019 | Plan NameROBINSON SMITH WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$181,130 / $330,783 | 2019 | ROBINSON SMITH WEALTH ADVISORS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 5 / 5 | $181,130 / $330,783 |
Benefit & Retirement Plans based on Form 5500.
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Sources
The following government agencies have contributed data:
• New Hampshire Department of State • U.S. Department of Labor
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