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DB Root & Company LLC
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CRD # | 188512 |
SEC # | 801-106632 |
CIK # | |
AUM | $642.5 MM (2023-03-10) |
Employees | 20 (55% Investors, 5% Brokers) |
Phone | 412-227-2800 |
Address | 436 Seventh Avenue Pittsburgh, PA 15219 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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CIK | Period |
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Sector | Form 13F Holdings | Cap ($) | Value ($) |
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Prev | Page 1 | Next |
AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 855 | 379.6 |
(b) Individuals (high net worth individuals) | 64 | 210.5 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 7 | 2.5 |
(h) Charitable organizations | 0 | 3.1 |
(i) State or municipal government entities | 0 | 4.2 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 9 | 42.5 |
(n) Other | 0 | 0.0 |
Total | 2,341 | 642.5 |
By Discretionary | ||
Discretionary | 2,341 | 642.5 |
Non-Discretionary | 0 | 0.0 |
Total | 2,341 | 642.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 642.5 | |
Total | 2,341 | 642.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Next Level Private LLC
✚
|
NY | 0.6 |
Apeiron RIA LLC
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|
TX | 0.6 |
Chequers Financial Management LLC
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|
CA | 0.6 |
Summit Wealth & Retirement Planning Inc
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|
CA | 0.6 |
Cubic Asset Management LLC
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|
MA | 0.6 |
ISTO Advisors LLC
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|
MI | 0.6 |
International City Management Association Retirement Corporation
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|
DC | 0.6 |
The Waterford Group LLC
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|
NY | 0.6 |
Ashford Advisors LLC
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|
NY | 0.6 |
Porter White Investment Advisors Inc
✚
|
AL | 0.6 |