LET BOB ETFS, LLC
Adviser information for LET BOB ETFS, LLC last updated from Form ADV on August 8th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Alabama, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for investment companies |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-128664 |
|---|---|
| SEC ERA File Number | 801-128664 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 321972 |
| Legal Entity Identifier | None |
Principal Office
5148 EASTERN VALLEY RDMCCALLA
AL
United States
Monday - Friday, 8:00 AM - 5:00 PM
Tel: 205-218-4597, Fax: None
Websites
Chief Compliance Officer
ANTHONY BUCHANAN
5148 EASTERN VALLEY RD
MCCALLA
AL
United States
Tel:
205-218-4597
A********@*********M
(Full email address available in API data)
Industry Affiliates
| LET BOB ADVISORY, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Buchanan, Anthony, O'Brien | Individual | – | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | 05/2022 | < 5% |
| LET BOB TECHNOLOGIES, LLC | Domestic Entity | – | MANAGING MEMBER | 05/2022 | > 75% |
| Buchanan, Anthony, O'Brien | Individual | APPSOLUTIONS, LLC | CEO/FOUNDER | 03/2015 | > 75% |
| APPSOLUTIONS, LLC | Domestic Entity | LET BOB TECHNOLOGIES, LLC | MANAGING MEMBER | 02/2018 | 50-75% |
| SMITH, NAYLAND, SHAWN | Individual | – | CHIEF FINANCIAL OFFICER | 05/2022 | < 5% |