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RBO & CO, LLC
CRD 112172 · SEC 801-60283
1478 RAILROAD AVENUE SUITE 1, ST. HELENA, CA, 94574-1145, United States
Phone
707-963-1231
Fax
707-963-1647
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$654.8M
Discretionary AUM
$654.8M
Team
8 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $21.3M |
| High net worth individuals | 69 | $589.3M |
| Charitable organizations | 8 | $25.3M |
| Corporations/business entities | 7 | $18.9M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD