$29.0K Total AUM
$29.0K Disc. AUM
-5.0% 3Y CAGR
1 Employees
249 ADV. Clients
3 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2022
- Office Locations
- 1
Office Locations
-- Mccalla AL
About LET BOB Advisory, LLC
Let Bob Advisory, LLC is an SEC-registered RIA offering a mobile robo-advisor that delivers algorithm-driven, personalized investment portfolios for retail investors. The program emphasizes portfolio construction using primarily ETFs, accessed through the Let Bob app (iOS/Android). Client assets are held in brokerage accounts at Tradier Brokerage, a SIPC-member firm—useful for partners evaluating custody and implementation rails.
Team overview
-- AVG AGE
$29.0K AVG AUM / ADVISOR
$116 AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Investment Themes
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Services
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Technology
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Owner & Executives
A
Anthony O'Brien Buchanan
Chief Compliance Officer
- CRD
- #7419835
- Ownership
- Less than 5%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,974 | $118 |
| Non-Discretionary | $0 | -- |
| Total | $28,974 | $118 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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