D.B. ROOT & COMPANY, LLC

436 Seventh Avenue
Suite 2800
Pittsburgh, Pennsylvania 15219
Tel: 412-227-2800

About D.B. ROOT & COMPANY, LLC

DB ROOT & COMPANY, LLC, formally registered with the SEC as DB ROOT & COMPANY, LLC. The firm was established in 09/11/2015. They have over 1 offices throughout the country.

D.B. ROOT & COMPANY, LLC is a Pittsburgh, Pennsylvania based Financial Planning firm with nearly $713,529,776 assets under management, offering retirement planning & investment advisory services to 2441 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	188512
SEC#	801-106632
Assets Managed by Firm	$713,529,776
No. of Clients	2441
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2441	$713,529,776
Individuals (other than high net worth individuals)	651	$377,723,964
High net worth individuals	64	$274,067,733
Pension and profit sharing plans	7	$3,905,142
Charitable organizations	Fewer than 5 clients	$5,337,343
Corporations or other businesses	9	$47,475,524

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