D.b. Root & Company, LLC
D.b. Root & Company, LLC (CRD# 188512) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $713,529,776 in 2,441 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management714MILLION
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Total Number of Accounts2,441ACCOUNTS
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Average Account Value$292,310
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, FL, GA, IL, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
Richard Applegate (CRD# 821789) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 40 years of experience in the finance industry.
Michael Aroesty (CRD# 5692113) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 13 years of experience in the finance industry.
Robert Holler (CRD# 4401683) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Perrysburg, OH and has over 22 years of experience in the finance industry.
Steven Kohler (CRD# 2481078) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 29 years of experience in the finance industry.
Nancy Kunz (CRD# 1035821) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 41 years of experience in the finance industry.
David Root (CRD# 1270361) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 39 years of experience in the finance industry.
Adam Souply (CRD# 6404741) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 9 years of experience in the finance industry.
Charles Stout (CRD# 1506434) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 35 years of experience in the finance industry.
Jeremy Suschak (CRD# 5377387) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 16 years of experience in the finance industry.
Taylor Glock (CRD# 7118679) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 2 years of experience in the finance industry.