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).

Current Firm Details
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219
https://twitter.com/root_company
By the Numbers
  • Total Assets Under Management
    714
    MILLION
  • Total Number of Accounts
    2,441
    ACCOUNTS
  • Average Account Value
    $292,310
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, LA, MA, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at D.b. Root & Company, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Steven Kaczynski, financial advisor Pittsburgh PA
Steven J. Kaczynski
CRD#: 7287720
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219

Steven Kaczynski (CRD# 7287720) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has 1 year of experience in the finance industry.

12
Loraine Montanye, financial advisor Pittsburgh PA
Loraine Z. Montanye
CRD#: 6402610
436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219

Loraine Montanye (CRD# 6402610) is an Investment Advisor Representative working at D.b. Root & Company, LLC in Pittsburgh, PA and has over 7 years of experience in the finance industry.

13
Alec Root, financial advisor South Boston MA
Alec F. Root
CRD#: 6079395
South Boston, MA

Alec Root (CRD# 6079395) is an Investment Advisor Representative working at D.b. Root & Company, LLC in South Boston, MA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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