RBO & CO, LLC
Firm details
- Headquarters
- SAINT HELENA, California
- CRD number
- 112172
- Registered since
- May 17, 2001
- Website
- www.rboco.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI89.99%
- Charitable Organizations3.86%
- Individuals3.26%
- Corporations / Businesses2.89%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
RBO & Co, LLC is an SEC-registered advisory firm organized as an LLC and operating since 2001. The firm is owner-operated and charges clients on a percentage-of-AUM basis. Its book includes both individual and family clients as well as institutional relationships, and the stated advisory activity is portfolio management for individuals and small businesses. RBO is equity-oriented by preference and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
1 of 1DOMINIC HEIL
Chief Operating Officer & Chief Compliance OfficerCRD 6726326
Contacts
2 of 2VIVIAN ROBISON
Director of OperationsCRD 6043218
JOHN OLIVER
Managing Partner, Portfolio ManagerCRD 4958346
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$825K in ETFs
100%
$825K
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $825K | 14,091 | 100.00% |
Location
SAINT HELENA, CA
NAPA
Location
SAINT HELENA, CA
Headquartered in SAINT HELENA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- NAPA
- Address
- 1478 Railroad Ave
- Time zone
- PT (UTC-8)
- Office locations
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