ROBO ADVISOR, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	1
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
No. of Financial Planning Clients	0

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly chargesSUBSCRIPTION FEE AS A FLAT TRADING FEE.
Other Business Activities	Broker-dealerInsurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	0

Portfolio Manager to Program	Sponsor
ROBO ADVISOR WRAP FEE PROGRAM	ROBO ADVISOR, INC.

Identifiers

SEC RIA File Number	801-72066
SEC ERA File Number	801-72066
SEC CIK Numbers	None
SEC CRD Numbers	155976
Legal Entity Identifier	None

Principal Office

255 PRIMERA BOULEVARD
SUITE 160
LAKE MARY
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic