Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
680474044
SEC advisor number
801-60283
FINRA CRD number
112172
AUM ?
$615.41 mm
(as of 27 Mar 24)
Accounts
249
(as of 27 Mar 24)
Employees
8
(3 investment advisory or research)
Address
Rbo & Co
PO BOX 306
ST HELENA
CA 94574
PO BOX 306
ST HELENA
CA 94574
Phone
7079631231
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 May 22