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ROBLE, BELKO AND COMPANY, INC.

1603 Carmody Court
Suite 401
Sewickley, Pennsylvania 15143
Tel: (724) 935-4990

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About ROBLE, BELKO AND COMPANY, INC.

ROBLE, BELKO AND COMPANY, INC, formally registered with the SEC as ROBLE, BELKO AND COMPANY, INC. The firm was established in 03/31/2003. They have over 1 offices throughout the country.

ROBLE, BELKO AND COMPANY, INC. is a Sewickley, Pennsylvania based Financial Planning firm with nearly $1,075,569,668 assets under management, offering retirement planning & investment advisory services to 1048 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#123286
SEC#801-61829
Assets Managed by Firm$1,075,569,668
No. of Clients1048
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total1048$1,075,569,668
Individuals (other than high net worth individuals)85$19,696,475
High net worth individuals125$1,004,155,597
Charitable organizations10$19,881,929
Corporations or other businesses5$31,835,667

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