ROBO ADVISOR, INC.

LAKE MARY, Florida·3 registered advisors·CRD# 155976
SEC# 801-720660(407) 499-0050
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Other: SUBSCRIPTION FEE AS A FLAT TRADING FEE.
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ROBO ADVISOR, INC.

3 registered advisors
Jeffrey Joseph Hovermale
LAKE MARY, Florida
Lauren Thi Reale
LAKE MARY, Florida
Mark Edward Hoaglin
LAKE MARY, Florida
05

Office Locations

LAKE MARY, Florida
3 advisors

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Data sourced from SEC Form ADV filings. ROBO ADVISOR, INC. (CRD# 155976) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.