LEE R. ROBINSON & ASSOCIATES

LEE R. ROBINSON & ASSOCIATES of STOCKTON, CA is an SEC-registered investment adviser (CRD 136458). Regulatory assets under management: $3.9M.

Registration

• CRD: 136458
• Type: Registered investment adviser
• Location: 5250 CLAREMONT AVENUE, STOCKTON, CA, 95207
• Phone: 209-472-3727
• Latest filing: 2026-02-23
• Regulatory AUM: $3.9M
• Non-discretionary AUM: $3.9M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 136458 on SEC IAPD (source of record)
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