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ROBLE, BELKO AND COMPANY, INC.
CRD 123286 · SEC 801-61829
1603 CARMODY COURT, SUITE 401, SEWICKLEY, PA, 15143, United States
Phone
(724) 935-4990
Fax
(724) 935-4999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.55B
Discretionary AUM
$1.55B
Team
9 total employees; 7 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $15.7M |
| High net worth individuals | 150 | $1.33B |
| Charitable organizations | 10 | $170.8M |
| Corporations/business entities | 5 | $36.6M |
States served
CA, IL, MD, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD