DB Root & Company LLC

D.B. ROOT & COMPANY, LLC, una Compañía de Responsabilidad Limitada en PA, es una empresa financiera compuesta por 21 empleados, de los cuales 12 son asesores, y presta servicios a 2 clientes. Su entidad legal es DB Root & Company LLC, con un estado de registro de Aprobado por la SEC que se remonta al 11 de septiembre de 2015.

• D.B. ROOT MANAGEMENT, INC.

  PARENT HOLDING COMPANY posee 75% o más

• DAVID BOND ROOT

  CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER posee menos de 5%

• HEATHER ANN OSTROWSKI

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• JODI LYNN LANDUCCI

  CHIEF COMPLIANCE OFFICER posee menos de 5%

• DAVID BOND ROOT

  SHAREHOLDER posee 75% o más

• Hefren-Tillotson Inc
• Greycourt & Co Inc
• Kathleen S Wright Associates Inc
• Absolute Capital Management LLC
• BILL FEW Associates Inc
• Hapanowicz & Associates Financial Services Inc
• Schneider Downs Wealth Management Advisors LP
• Allegheny Investments Ltd
• Janney Capital Management LLC
• Federated Advisory Services Company

• D.B. Root & Company, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
• D.B. Root & Company, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• The Changing Tides of Investment: D.B. Root & Company's Q4 2022 vs. Q1 2023 Holdings

• SCHWAB STRATEGIC T $15,294k
• Apple Inc $4,498k
• PPG INDUSTRIES INC $4,341k
• MICROSOFT CORP $4,131k
• ADP $3,321k
• SCHWAB STRATEGIC TR $3,051k
• PNC FINL SVCS GRP $2,620k
• Berkshire Hathaway, Inc. $2,300k
• ISHARES TR CORE US AGGBD ET $2,219k
• JOHNSON & JOHNSON $2,211k