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Building 2D.B. ROOT & COMPANY, LLC

Map pinPITTSBURGH, PA
Phone412-227-2800
NotebookSEC #801-106632
Total AUM
$952.4M
Employees
22
Clients
781

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
436 SEVENTH AVENUE
SUITE 2800
PITTSBURGH
PA 15219
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
412-227-2800

ReceiptFinancials

Total AUM
$952.4M
Accounts
2,654
Discretionary
$952.4M
Accounts
2,654
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
648
AUM
$395.6M
HNW Individual Clients
95
AUM
$457.1M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
22
AUM
$33.9M
Charitable Organization Clients
5
AUM
$7.8M
Government Entity Clients
1
AUM
$185.7K
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
6
AUM
$57.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILLAMAMDMINCNJNYOHPASCTXVAWV

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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