DBR and CO Revenue and Competitors

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • DBR and CO's estimated annual revenue is currently $5.9M per year.(i)
  • DBR and CO's estimated revenue per employee is $168,000

Employee Data

  • DBR and CO has 35 Employees.(i)
  • DBR and CO grew their employee count by 3% last year.

DBR and CO's People

NameTitleEmail/Phone
1
Chief Compliance OfficerReveal Email/Phone
2
Head Business DevelopmentReveal Email/Phone
3
Chief Operating OfficerReveal Email/Phone
4
Chief Investment OfficerReveal Email/Phone
5
Managing Director, Fiduciary Plan SolutionsReveal Email/Phone
6
Managing Director, Fiduciary Plan SolutionsReveal Email/Phone
7
Managing Director, Flagship Advisory ServicesReveal Email/Phone
8
Administrative AssistantReveal Email/Phone
9
Senior Financial AdvisorReveal Email/Phone
10
Front Desk ReceptionistReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$7.7M460%N/AN/A
#2
$6M366%N/AN/A
#3
$6.9M41-2%N/AN/A
#4
$1.8M1427%N/AN/A
#5
$25.4M121-3%N/AN/A
#6
$5M30-3%N/AN/A
#7
$12.9M68-12%N/AN/A
#8
$4.1M2812%N/AN/A
#9
$3.7M25-14%N/AN/A
#10
$10.4M5510%N/AN/A
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What Is DBR and CO?

D. B. Root & Company, LLC, an independent Registered Investment Advisor (RIA) and Fiduciary provides Wealth Management services to high net worth individuals. In addition, company 401(k) and other qualified retirement plan advisement is offered through DBR Fiduciary Plan Solutions. Experienced advisors deliver Financial Planning and Investment Management to individuals, families and businesses. The firm’s exclusive LifePlan 20/20® Financial Planning process includes retirement planning, estate planning, insurance, tax advice, education planning and other planning services. The firm also employs a repeatable Investment Management process known as Strategic AIM™. Founded in 1994, the firm is headquartered in Downtown Pittsburgh. For more information, visit www.dbroot.com https://www.dbroot.com/disclosures

keywords:N/A

N/A

Total Funding

35

Number of Employees

$5.9M

Revenue (est)

3%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$8.1M35-5%N/A
#2
$7.6M35-3%N/A
#3
$6.6M35-17%N/A
#4
$2.9M3546%N/A
#5
$5.9M359%N/A