DB Root & Company LLC
Legal Name: D.B. ROOT & COMPANY, LLC
Full Contact Details
DB Root & Company LLC
436 SEVENTH AVENUE, SUITE 2800, PITTSBURGH, PA
412-227-2800
412-227-2805
Other Info
D.B. ROOT & COMPANY, LLC, a PA Limited Liability Company, is a financial firm composed of 21 employees, of which 12 are advisors, and services 2 clients. Its legal entity is DB Root & Company LLC, with an SEC registration status of Approved dating back to Sep 11, 2015.
Website
Website
DBR & CO
DBR & CO delivers expert wealth advisory services designed to meet you where you are. Call us today to see how we can partner on your financial journey.
Direct Owners
-
D.B. ROOT MANAGEMENT, INC.
PARENT HOLDING COMPANY owns 75% or more
-
DAVID BOND ROOT
CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER owns less than 5%
-
HEATHER ANN OSTROWSKI
CHIEF COMPLIANCE OFFICER owns less than 5%
-
JODI LYNN LANDUCCI
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
DAVID BOND ROOT
SHAREHOLDER owns 75% or more
Firms Located Nearby
- BILL FEW Associates Inc
- Federated International Securities Corp
- Primesolutions Advisors LLC
- Xpyria Investment Advisors Inc
- G & R Investment Consultants Inc
- Kailasa Capital Management LLC
- Symons Capital Management Inc
- Hapanowicz & Associates Financial Services Inc
- Cookson Peirce & Co Inc
- Legend Financial Advisors Inc
Top 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