ROBO ADVISOR, INC.
CRD #155976 SEC #801-72066 LAKE MARY, FL (407) 474-5600
SEC Registered Broker-Dealer Disclosures
Total AUM
--
Discretionary
--
Employees
3
Clients
0
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $0 | $0 | $0 | 3 | 0 |
| Mar 2023 | $0 | $0 | $0 | 3 | 0 |
| Oct 2022 | $0 | $0 | $0 | 3 | 0 |
| Mar 2022 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2020 | $0 | $0 | $0 | 2 | 0 |
| Apr 2020 | $0 | $0 | $0 | 2 | 0 |
| Mar 2020 | $0 | $0 | $0 | 2 | 0 |
| Dec 2019 | $1.7M | $1.7M | $0 | 2 | 13 |
| Mar 2019 | $1.7M | $1.7M | $0 | 2 | 13 |
| Jan 2019 | $2.8M | $2.8M | $0 | 2 | 100 |
| Jan 2019 | $2.8M | $2.8M | $0 | 2 | 100 |
| Apr 2018 | $2.8M | $2.8M | $0 | 2 | 100 |
| Nov 2017 | $20.5M | $20.5M | $0 | 3 | 100 |
| Mar 2017 | $23.4M | $23.4M | $0 | 4 | 100 |
| Mar 2016 | $26.7M | $26.7M | $0 | 4 | 100 |
| Mar 2015 | $30.4M | $30.4M | $0 | 5 | 100 |
| Apr 2014 | $30.1M | $30.1M | $0 | 5 | 100 |
| Mar 2014 | $32.8M | $32.8M | $0 | 5 | 100 |
| Apr 2013 | $32.8M | $32.8M | $0 | 5 | 100 |
| Mar 2012 | $35.1M | $35.1M | $0 | 1 | 26 |
| Jun 2011 | $27.2M | $27.2M | $0 | 5 | -- |
| May 2011 | $27.2M | $27.2M | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Dec 2010 | $0 | $0 | $0 | 5 | -- |
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2019
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees2
Clients13
DateMar 2019
Total AUM$1.7M
Discretionary$1.7M
Non-Disc.$0
Employees2
Clients13
DateJan 2019
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees2
Clients100
DateJan 2019
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees2
Clients100
DateApr 2018
Total AUM$2.8M
Discretionary$2.8M
Non-Disc.$0
Employees2
Clients100
DateNov 2017
Total AUM$20.5M
Discretionary$20.5M
Non-Disc.$0
Employees3
Clients100
DateMar 2017
Total AUM$23.4M
Discretionary$23.4M
Non-Disc.$0
Employees4
Clients100
DateMar 2016
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees4
Clients100
DateMar 2015
Total AUM$30.4M
Discretionary$30.4M
Non-Disc.$0
Employees5
Clients100
DateApr 2014
Total AUM$30.1M
Discretionary$30.1M
Non-Disc.$0
Employees5
Clients100
DateMar 2014
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees5
Clients100
DateApr 2013
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees5
Clients100
DateMar 2012
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees1
Clients26
DateJun 2011
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$27.2M
Discretionary$27.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--