9AT: LET BOB, LLC

LET BOB, LLC

LET BOB, LLC

LET BOB ADVISORY, INC

LET BOB ADVISORY, LLC

BOB ROBO ADVISER

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Adviser Profile

As of Date	08/09/2021
Registration status	Registration Changed to LET BOB ADVISORY, LLC
ADV Location	BIRMINGHAM, AL, United States
Contact Info	205 xxxxxxx

AUM^*	0
of that, discretionary	0
Number of Employees	2
of those in investment advisory functions	1
Private Fund GAV^*	0
SMA’s	No
Private Funds	0

Adviser Type

- Internet adviser

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1

2021

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

A. Description of the Advisory Firm Let Bob Advisory, LLC (hereinafter “LETBOBADVISE”) is a Limited Liability Company organized in the State of Alabama. The firm was formed in May 2022, and the principal owner is Let Bob, LLC. B. Types of Advisory Services Robo-Advisory Portfolio Management Services LETBOBADVISE provides “robo-advisory” portfolio management services through an online interface. This entails the use of algorithm-based portfolio management advice, rather than in-person investment advice. These automated investment solutions are customized to each client and based on individual characteristics, such as the client’s age, risk tolerance, income, and current assets, among others. LETBOBADVISE’s investment advisory personnel oversee the algorithm but may not monitor each client’s account. Clients are encouraged to update their account/questionnaire with any change in their objectives, risk tolerance, or other pertinent information, as that information factors into the portfolio’s composition. Services Limited to Specific Types of Investments LETBOBADVISE generally limits its investment advice to equities and ETFs. LETBOBADVISE may use other securities as well to help diversify a portfolio when applicable. Written Acknowledgement of Fiduciary Status When we provide investment advice to you regarding your retirement plan account or individual retirement account, we are fiduciaries within the meaning of Title I of the Employee Retirement Income Security Act and/or the Internal Revenue Code, as applicable, which are laws governing retirement accounts. The way we make money creates some conflicts with your

interests, so we operate under a special rule that requires us to act in your best interest and not put our interest ahead of yours. Under this special rule’s provisions, we must:
• Meet a professional standard of care when making investment recommendations (give prudent advice);
• Never put our financial interests ahead of yours when making recommendations (give loyal advice);
• Avoid misleading statements about conflicts of interest, fees, and investments;
• Follow policies and procedures designed to ensure that we give advice that is in your best interest;
• Charge no more than is reasonable for our services; and
• Give you basic information about conflicts of interest. C. Client Tailored Services and Client Imposed Restrictions LETBOBADVISE provides online “robo-advisory” portfolio management. Client accounts are generally invested into a target allocation depending on the client’s individual profile. This automated approach factors in client financial situation and risk tolerance, although the algorithms used to provide advisory services are designed to be utilized by LETBOBADVISE across multiple clients. Clients may not impose restrictions in investing in certain securities or types of securities in accordance with their values or beliefs. D. Wrap Fee Programs A wrap fee program is an investment program where the investor pays one stated fee that includes management fees and transaction costs. LETBOBADVISE does not participate in wrap fee programs. E. Assets Under Management LETBOBADVISE has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 33,520.00 $ 0.00 December 2022

LET BOB, LLC

LET BOB, LLC

LET BOB ADVISORY, INC

LET BOB ADVISORY, LLC

BOB ROBO ADVISER

Related Companies

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

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LET BOB, LLC LET BOB, LLC LET BOB ADVISORY, INC LET BOB ADVISORY, LLC BOB ROBO ADVISER

Related Companies

Adviser Profile

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Brochure Summary

Overview

LET BOB, LLC

LET BOB, LLC

LET BOB ADVISORY, INC

LET BOB ADVISORY, LLC

BOB ROBO ADVISER