RBO & CO, LLC

ST. HELENA, California·3 registered advisors·CRD# 112172

SEC# 801-602830707-963-1231

01

Firm Overview

AUM

$615M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at RBO & CO, LLC

3 registered advisors

Dominic Maximilian Heil

ST. HELENA, California

John Mason Oliver

ST. HELENA, California

Vivian Lee Robison

ST. HELENA, California

05

Office Locations

ST. HELENA, California

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Data sourced from SEC Form ADV filings. RBO & CO, LLC (CRD# 112172) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.