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| Happy Holidays!! thanks for using AUM13F!! |
| DB Root & Company LLC
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| CRD # | 188512 |
| SEC # | 801-106632 |
| CIK # | |
| AUM | $829.8 M (2025-03-12) |
| Employees | 20 (60% Investors, 0% Brokers) |
| Phone | 412-227-2800 |
| Address | 436 Seventh Avenue Pittsburgh, PA 15219 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 669 | 379.0 |
| (b) Individuals (high net worth individuals) | 78 | 364.9 |
| (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 | 12 | 28.8 |
| (h) Charitable organizations | 0 | 6.0 |
| (i) State or municipal government entities | 0 | 5.6 |
| (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 | 9 | 45.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,536 | 829.8 |
| By Discretionary | ||
| Discretionary | 2,536 | 829.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,536 | 829.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 829.8 | |
| Total | 2,536 | 829.8 |
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|---|---|---|
|
Gerald Baker Financial Group Llcdba Baker Financial Services
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|
TX | 0.8 |
|
Channel Wealth LLC
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CA | 0.8 |
|
Exchange Capital Management Inc
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MI | 0.8 |
|
Capital Insight Partners LLC
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AZ | 0.8 |
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Ashford Advisors LLC
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NY | 0.8 |
|
BOS Asset Management LLC
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IL | 0.8 |
|
Vertex Planning Partners LLC
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|
IL | 0.8 |
|
Brown Miller Wealth Management LLC
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VA | 0.8 |
|
Verum Partners LLC
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|
NC | 0.8 |
|
Childress Capital Advisors LLC
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|
TX | 0.8 |