|
⚲
|
| Roble Belko and Company Inc
✚
| |
|---|---|
| CRD # | 123286 |
| SEC # | 801-61829 |
| CIK # | 0001642305 |
| AUM | $953.2 MM (2024-08-29) |
| Employees | 9 (78% Investors, 0% Brokers) |
| Phone | 724-935-4990 |
| Address | 1603 Carmody Court Sewickley, PA 15143 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| TJX | 67,345.6 | 0.0 | |
| MA | 309,583.1 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 18.2 |
| (b) Individuals (high net worth individuals) | 121 | 885.5 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 7 | 8.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 7 | 40.9 |
| (n) Other | 0 | 0.0 |
| Total | 977 | 953.2 |
| By Discretionary | ||
| Discretionary | 977 | 953.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 977 | 953.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 953.2 | |
| Total | 977 | 953.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001642305] |
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|---|---|---|
|
Foresight Global Investors Inc
✚
|
NY | 1.0 |
|
Evolution Wealth Advisors LLC
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FL | 1.0 |
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SFAM LLC
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IL | 1.0 |
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Resources Management Corp
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CT | 1.0 |
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Signet Financial Management LLC
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NJ | 0.9 |
|
Grace & White Inc
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NY | 0.9 |
|
AB2 Capital Partners LLC
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|
FL | 0.9 |
|
Argent Retirement Plan Advisors LLC
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LA | 0.9 |
|
Aristotle Credit Partners LLC
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|
CA | 0.9 |
|
Strategic Investment Advisors LLC
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|
MI | 0.9 |