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Bobb Financial Incorporated

Bobb Financial Incorporated. CRD 287849

Bobb Financial Incorporated logo

CRD: 287849

Bobb Financial Incorporated

Chatham, IL
2174163341
bobbfinancial.com
$86.1M Total AUM
$86.1M Disc. AUM
-- 3Y CAGR
1 Employees
105 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
ValueFoundation pioneer +more
Established Date
04-17-2017
Office Locations
1

Office Locations

-- Chatham IL

About Bobb Financial Incorporated

Bobb Financial is a flat-fee fiduciary advisor providing holistic financial planning and ongoing portfolio monitoring, including investment analysis, tax planning, and estate/insurance considerations. The practice is built to serve federal employees nationwide through virtual meetings, secure data transfer, and a client portal/mobile app. Client accounts are custodied at Charles Schwab, with portfolios heavily implemented using ETFs.

Team overview

43 AVG AGE
$86.1M AVG AUM / ADVISOR
$820.0K AVG AUM / CLIENT
9.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Radial optima Pioneer insight

Client Personas

Optima

Custodian

Wave horizon

Investment Themes

Alpha Crest Radial focus

Investment Vehicles

Unison

Platform

North foundation

Services

Value Meridian ridge Radial Pathway vital Harbor Fusion Foundation Legacy element Value frontier Optima vector

Technology

Atlas beacon Focus catalyst Element vital Unison Delta optima

Owner & Executives

BRADLEY JOSEPH BOBB

BRADLEY JOSEPH BOBB

Chief Compliance Officer, Financial Advisor, General Partner, President

CRD
#4270912
Ownership
75% or more
(670) 634-5858
crest.bridge@frontiercapital.com
in linkedin.com/in/atlas-harbor

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $86,100,889 --
Non-Discretionary $0 --
Total $86,100,889 --

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Separately Managed Accounts

Total SMA Asset: $86,100,889

$86.1M Total SMA
Equity - Exchange:
24.4%
Public Funds:
20.3%
Cash:
23.5%
Corporate - Investment Grade:
31.8%
Asset class Assets Assets %
Equity - Exchange $1,838,239,115 24.4%
Public Funds $1,529,354,674 20.3%
Cash $1,770,435,213 23.5%
Corporate - Investment Grade $2,395,737,863 31.8%
Total $7,533,766,865 100.0%

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