DB Root & Company LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
DB Root & Company LLC
CRD #188512
SEC #801-106632
CIK #1731717
AUM $679.1 MM (100% Disc, 100% US, 2020-03-19)
Employees20 (55% Investors, 10% Brokers)
Address436 Seventh Avenue
Pittsburgh, PA 15219
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
VTI 12.8
SCHX 11.1
VCIT 8.8
AAPL 1,372,810.0 6.0
SCHB 5.7
SCHD 5.4
SCHZ 5.2
XLK 4.6
PPG 23,590.0 4.2
MSFT 1,376,930.0 3.4
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Signature Securities Group Corporation
NY 0.7
Legacy Financial Advisors Inc
KY 0.7
SJP Financial Services LLC
TX 0.7
MONY Securities Corporation
NY 0.7
Kanawha Capital Management Inc
VA 0.7
Financial Advisory Corporation
MI 0.7
Ironsides Asset Advisors LLC
NC 0.7
Hill Investment Group LLC
MO 0.7
Netols Asset Management Inc
WI 0.7
Flippin Bruce & Porter Inc
VA 0.7
Terms of Service | Privacy Policy | User Guide