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DB Root & Company LLC
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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 |