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Robo Advisor, Inc.

● SEC registered since 2011CRD 155976SEC# 801-72066Lake Mary, FL
Export (members)
Reg. AUM
—
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.
roboadvisor.comView on SEC.gov ↗

Robo Advisor, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Joseph Hovermale ControlFounder & Ceo, Cio, Chief Compliance OfficerOver 75%2019
Lauren Thi Reale ControlCfoUnder 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

Address255 Primera Boulevard, Suite 160, Lake Mary, FL 32746-2168
Phone(407) 474-5600
Office hours7:00 a.m. - 7:00 p.m. Est
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes