Robo Advisor, Inc.
● SEC registered since 2011CRD 155976SEC# 801-72066Lake Mary, FL
Reg. AUM
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Employees
3
Accounts
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Location
Lake Mary, FL
Robo Advisor, Inc. assets under management
Robo Advisor, Inc. is an SEC-registered investment adviser based in Lake Mary, FL. The firm has been registered since 2011. It employs 3 people.
Robo Advisor, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Joseph Hovermale Control | Founder & Ceo, Cio, Chief Compliance Officer | Over 75% | 2019 |
| Lauren Thi Reale Control | Cfo | Under 5% | 2010 |
Frequently asked questions
How many employees does Robo Advisor, Inc. have?
Robo Advisor, Inc. reports 3 employees.
Where is Robo Advisor, Inc. located?
Robo Advisor, Inc. is based in Lake Mary, FL and has been SEC-registered since 2011.
Does Robo Advisor, Inc. disclose fund performance?
Robo Advisor, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 255 Primera Boulevard, Suite 160, Lake Mary, FL 32746-2168 |
| Phone | (407) 474-5600 |
| Office hours | 7:00 a.m. - 7:00 p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers