RBO & CO, LLC

1478 Railroad Avenue Suite 1
St. Helena, California 94574-1145
Tel: 707-963-1231

About RBO & CO, LLC

RBO & CO, LLC, formally registered with the SEC as RBO & CO, LLC. The firm was established in 05/17/2001. They have over 1 offices throughout the country.

RBO & CO, LLC is a St. Helena, California based Financial Planning firm with nearly $615,406,289 assets under management, offering retirement planning & investment advisory services to 249 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112172
SEC#	801-60283
Assets Managed by Firm	$615,406,289
No. of Clients	249
No. of Advisors	8

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	249	$615,406,289
Individuals (other than high net worth individuals)	26	$7,376,397
High net worth individuals	69	$554,001,739
Charitable organizations	9	$39,750,407
Corporations or other businesses	4	$14,277,746

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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