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Building 2ROBLE, BELKO AND COMPANY, INC.

Map pinSEWICKLEY, PA
Phone(724) 935-4990
NotebookSEC #801-61829
Total AUM
$1.6B
Employees
9
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1603 CARMODY COURT
SUITE 401
SEWICKLEY
PA 15143
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(724) 935-4990

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,146
Discretionary
$1.6B
Accounts
1,146
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
83
AUM
$15.7M
HNW Individual Clients
150
AUM
$1.3B
Charitable Organization Clients
10
AUM
$170.8M
Corporation or Business Clients
5
AUM
$36.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CAFLILMDNJNYPATX

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

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