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D.B. ROOT & COMPANY, LLC
CRD 188512 · SEC 801-106632
436 SEVENTH AVENUE, SUITE 2800, PITTSBURGH, PA, 15219, United States
Phone
412-227-2800
Fax
412-227-2805
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$952.4M
Discretionary AUM
$952.4M
Team
22 total employees; 15 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 648 | $395.6M |
| High net worth individuals | 95 | $457.1M |
| Pension/profit sharing plans | 22 | $33.9M |
| Charitable organizations | 5 | $7.8M |
| State/municipal entities | 1 | $186K |
| Corporations/business entities | 6 | $57.8M |
States served
CA, CO, GA, IL, LA, MD, MA, MI, NJ, NY, NC, OH, PA, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD