LET BOB ADVISORY, LLC
Total AUM
$29K
Employees
1Clients
257Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM TO 5PM
Monday - Friday
Monday - Friday
Phone
2052184597
Financials
Total AUM
$29K
Accounts
246Discretionary
$29K
Accounts
246Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
249AUM
$29K
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Other Clients
1AUM
$0
Description of Other Clients
CREDIT UNION
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed Fee
Compliance
Disclosures
None reported
State Registrations
AL
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.