| DB Root & Company LLC | |
|---|---|
| CRD # | 188512 |
| SEC # | 801-106632 |
| CIK # | 0001731717 |
| AUM | $644.3 MM |
| Employees | 21 |
| Phone | 412-227-2800 |
| Address | 436 Seventh Avenue Suite 2800 Pittsburgh, PA 15219 |
| Links |
IAPD
EDGAR
Website
|
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VTI | 8.4 | ||
| SCHX | 5.2 | ||
| SCHD | 4.9 | ||
| PPG | 26,280.0 | 4.7 | |
| BND | 4.3 | ||
| AAPL | 843,560.0 | 4.3 | |
| VCIT | 4.3 | ||
| XLK | 3.1 | ||
| PNC | 58,320.0 | 2.7 | |
| IWF | 2.4 | ||
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Comparable Firms | AUM ($BB) |
|---|---|
| Quadrant Private Wealth Management LLC | 0.6 |
| Brandywine Oak Private Wealth LLC | 0.6 |
| Xpyria Investment Advisors Inc | 0.6 |
| PPB Advisors LLC | 0.6 |
| Palladiem LLC | 0.6 |
| Aufman Associates Inc | 0.6 |
| Private Wealth Advisors Inc | 0.6 |
| CIM Investment Management Inc | 0.7 |
| LEM Capital LP | 0.7 |
| Rockwood Wealth Management LLC | 0.7 |