Ginny Robinson
Investment adviser representative at Class Vi Family Office, LLC
14 yearsExperience
2 statesRegistered in
$1.5BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Class Vi Family Office, LLCAug 2025 to now
- William Blair & CompanyJul 2021 to Jul 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2012 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Class Vi Family Office, LLC
$1.5BAssets managed
201Clients
7Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6062807
- Firm CRD
- 285035