DB Root & Company LLC

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Assets, Funds, Holdings

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DB Root & Company LLC
CRD #188512
SEC #801-106632
CIK #
AUM $713.5 MM (2024-03-01)
Employees 19 (63% Investors, 5% Brokers)
Phone412-227-2800
Address436 Seventh Avenue
Pittsburgh, PA 15219
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
80064048032016002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 651 377.7
(b) Individuals (high net worth individuals) 64 274.1
(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 7 3.9
(h) Charitable organizations 0 5.3
(i) State or municipal government entities 0 5.0
(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 9 47.5
(n) Other 0 0.0
Total 2,441 713.5
By Discretionary
Discretionary 2,441 713.5
Non-Discretionary 0 0.0
Total 2,441 713.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 713.5
Total 2,441 713.5
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Lebenthal Global Advisors LLC
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Investmark Advisory Group LLC
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Sage Rhino Capital LLC
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Marquette Asset Management LLC
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Leonard Rickey Investment Advisors PLLC
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Bass and Bell Inc
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