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CEO and Founder David Root discusses DBR & CO's philosophy with Hedgeye CEO Keith McCullough. DBR Fiduciary Plan Solutions. Serving Qualified and Non-Qualified 401(k) 403(b) and other company retirement plans nationwide. DBR Next. Next Generation financial planning and wealth management.
https://www.dbroot.com/contact-us
DBR & CO is headquartered in downtown Pittsburgh on the 28th floor of the Koppers Building on the corner of Seventh Avenue and Grant Street. The building is located directly across from USX Tower and within easy access of the Steel Plaza âTâ Station. 436 Seventh Avenue. Suite 2800. Pittsburgh, PA 15219-1818. Phone: 412.227.2800.
https://www.dbroot.com/team
DBR & CO Strategic Partners. Charles Schwab. DBR & CO has partnered with Charles Schwab to hold your investments. Charles Schwab has provided custodial services to more than 7,000 independent financial advisors for more than 30 years. We want you to have the highest level of confidence in DBR & CO to manage your money.
https://www.dbroot.com/services
Learn more about the DBR & CO approach. To learn more about the DBR & CO approach, or discuss a FREE second opinion on your current wealth building strategy, or call: 412-227-2800. Contact Us.
https://whalewisdom.com/filer/db-root-amp-company-llc
D.b. Root & Company is based out of Pittsburgh. D.b. Root & Company is a large advisory firm with 723 clients and discretionary assets under management (AUM) of $711,788,403 (Form ADV from 2021-03-04). Their last reported 13F filing for Q3 2021 included $256,428,000 in managed 13F securities and a top 10 holdings concentration of 36.64%.
https://investor.com/rias/db-root-company-188512
D.B. Root & Company, registered in 2015, serves 16 state(s) with a licensed staff of 9 advisors. D.B. Root & Company manages $711.8 million and provides investment advisory services for 723 clients (1:81 advisor/client ratio).
https://www.linkedin.com/company/d.b.-root-&-company
D. B. Root & Company, LLC, an independent Registered Investment Advisor (RIA) and Fiduciary provides Wealth Management services to high net worth individuals. In addition, company 401(k) and other ...
https://reports.adviserinfo.sec.gov/reports/ADV/188512/PDF/188512.pdf
D.B. ROOT & COMPANY, LLC B. (1) Name under which you primarily conduct your advisory business, if different from Item 1.A. D.B. ROOT & COMPANY, LLC List on Section 1.B. of Schedule D any additional names under which you conduct your advisory business.
https://it.wallmine.com/adviser/221785/d-b-root-company-llc
D.B. Root & Company, LLC is a large advisory firm based in Pittsburgh. It manages $644.27 million of regulatory assets for 2,517 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Colorado, Florida, and 14 other states.
https://www.mydbsupply.com/
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