|
⚲
|
| DB Root & Company LLC
✚
| |
|---|---|
| CRD # | 188512 |
| SEC # | 801-106632 |
| CIK # | |
| AUM | $713.5 MM (2024-03-01) |
| Employees | 19 (63% Investors, 5% Brokers) |
| Phone | 412-227-2800 |
| Address | 436 Seventh Avenue Pittsburgh, PA 15219 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 651 | 377.7 |
| (b) Individuals (high net worth individuals) | 64 | 274.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 3.9 |
| (h) Charitable organizations | 0 | 5.3 |
| (i) State or municipal government entities | 0 | 5.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 47.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,441 | 713.5 |
| By Discretionary | ||
| Discretionary | 2,441 | 713.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,441 | 713.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 713.5 | |
| Total | 2,441 | 713.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Trivium Point Advisory LLC
✚
|
CT | 0.7 |
|
Ignite Planners LLC
✚
|
CA | 0.7 |
|
Glen Eagle Advisors LLC
✚
|
NJ | 0.7 |
|
Lighthouse Financial Advisors Inc
✚
|
NJ | 0.7 |
|
Lebenthal Global Advisors LLC
✚
|
NY | 0.7 |
|
Investmark Advisory Group LLC
✚
|
CT | 0.7 |
|
Sage Rhino Capital LLC
✚
|
CA | 0.7 |
|
Marquette Asset Management LLC
✚
|
MN | 0.7 |
|
Leonard Rickey Investment Advisors PLLC
✚
|
WA | 0.7 |
|
Bass and Bell Inc
✚
|
AR | 0.7 |