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Home > Retirement Planners > pennsylvania > sewickley > ROBLE, BELKO AND COMPANY, INC.
ROBLE, BELKO AND COMPANY, INC.
1603 Carmody Court
Suite 401
Sewickley, Pennsylvania 15143
Tel: (724) 935-4990
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 Status | Approved |
|---|---|
| Firm CRD# | 123286 |
| SEC# | 801-61829 |
| Assets Managed by Firm | $1,075,569,668 |
| No. of Clients | 1048 |
| No. of Advisors | 9 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1048 | $1,075,569,668 |
| Individuals (other than high net worth individuals) | 85 | $19,696,475 |
| High net worth individuals | 125 | $1,004,155,597 |
| Charitable organizations | 10 | $19,881,929 |
| Corporations or other businesses | 5 | $31,835,667 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $190,960,333,268 | 377 | 657 |
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