| Name | Title | Ownership | Since |
|---|---|---|---|
| D.b. Root Management, Inc. Control | Parent Holding Company | Over 75% | 2017 |
| Dana Lee Zarnich Control | Chief Compliance Officer | Under 5% | 2021 |
| David Bond Root Control | Chief Executive Officer And Elected Manager | Under 5% | 2015 |
D.b. Root & Company, LLC reports $829.8 million in regulatory assets under management on its Form ADV.
D.b. Root & Company, LLC reports 20 employees.
D.b. Root & Company, LLC is based in Pittsburgh, PA and has been SEC-registered since 2015.
D.b. Root & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219 |
| Phone | 412-227-2800 |
| Fax | 412-227-2805 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1731717 |
| Discloses disciplinary history | No |
| Discretionary | $829.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $829.8M |