Investment adviser · CRD 155976

ROBO ADVISOR, INC.

Investment adviser filing (IA)

LAKE MARY, FL, United States · Form ADV filed Apr 1, 2026

Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 1, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

255 PRIMERA BOULEVARD, SUITE 160
LAKE MARY, FL, 32746-2168, United States

CRD 155976

Filing source

Form ADV 2089435 · Apr 1, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.