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Bamboo ROBO Advisor Inc
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CRD # | 305500 |
SEC # | 801-117553 |
CIK # | |
AUM | $0.1 MM (2023-03-01) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 917-831-0242 |
Address | 15 Hudson Yards 25F New York, NY 10001 |
Source | [IAPD] [Website] [Twitter] [Instagram] |
Total AUM ($1000's) |
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AUM Breakdown | Accounts | AUM ($1000's) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 28 | 70.3 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 28 | 70.3 |
By Discretionary | ||
Discretionary | 28 | 70.3 |
Non-Discretionary | 0 | 0.0 |
Total | 28 | 70.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 70.3 | |
Total | 28 | 70.3 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Signals Matter Advisors LLC
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MD | 0.0 |
FLIT Invest LLC
✚
|
NY | 0.0 |
Plan Confidence Corporation
✚
|
FL | 0.0 |
ELV8 Inc
✚
|
NY | 0.0 |
Next Financial Advisors LLC
✚
|
WA | 0.0 |
Unifimoney RIA Inc
✚
|
CA | 0.0 |
Matty Investments LLC
✚
|
SC | 0.0 |
QuantCore Capital Management LLC
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|
0.0 | |
Triad Wealth Management LLC
✚
|
KS | 0.0 |
LET Bob Advisory LLC
✚
|
AL | 0.0 |