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David Bond Root

D.B. ROOT & COMPANY, LLC·PITTSBURGH, Pennsylvania
Unclaimed Profile
436 SEVENTH AVENUE, PITTSBURGH, PA 15219CRD# 1270361Firm CRD# 188512
01

About

David Bond Root is a registered financial advisor based in PITTSBURGH, Pennsylvania, affiliated with D.B. ROOT & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
D.B. ROOT & COMPANY, LLC
D.B. ROOT & COMPANY, LLC
AUM
$714M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at D.B. ROOT & COMPANY, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1270361
Firm CRD# 188512
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Bond Root offer?
David Bond Root specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSBURGH, Pennsylvania for a consultation.
What are David Bond Root's credentials?
David Bond Root is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bond Root located?
David Bond Root is based in PITTSBURGH, Pennsylvania, working with D.B. ROOT & COMPANY, LLC. Their office serves clients in the PITTSBURGH metropolitan area and surrounding communities.
How does David Bond Root charge for services?
David Bond Root's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D.B. ROOT & COMPANY, LLC?
D.B. ROOT & COMPANY, LLC has approximately 19 employees and manages $714M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at D.B. ROOT & COMPANY, LLC

Dana Lee Zarnich
PITTSBURGH, PA
Charles Janssens Stout
PITTSBURGH, PA
Michael J Aroesty
PITTSBURGH, PA
Heather Ann Ostrowski
PITTSBURGH, PA
Jesse B Root
PITTSBURGH, PA
David Warren Hoffmann
PITTSBURGH, PA

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