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Building 2RBO & CO, LLC

Map pinST. HELENA, CA
Phone707-963-1231
NotebookSEC #801-60283
Total AUM
$654.8M
Employees
8
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1478 RAILROAD AVENUE SUITE 1
ST. HELENA
CA 94574-1145
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
707-963-1231

ReceiptFinancials

Total AUM
$654.8M
Accounts
259
Discretionary
$654.8M
Accounts
259
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$21.3M
HNW Individual Clients
69
AUM
$589.3M
Charitable Organization Clients
8
AUM
$25.3M
Corporation or Business Clients
7
AUM
$18.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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