DBR and CO Revenue and Competitors
Estimated Revenue & Valuation
- DBR and CO's estimated annual revenue is currently $5.9M per year.
- DBR and CO's estimated revenue per employee is $168,000
Employee Data
- DBR and CO has 35 Employees.
- DBR and CO grew their employee count by 3% last year.
DBR and CO's People
Name | Title | Email/Phone |
---|---|---|
1 | Chief Compliance Officer | Reveal Email/Phone |
2 | Head Business Development | Reveal Email/Phone |
3 | Chief Operating Officer | Reveal Email/Phone |
4 | Chief Investment Officer | Reveal Email/Phone |
5 | Managing Director, Fiduciary Plan Solutions | Reveal Email/Phone |
6 | Managing Director, Fiduciary Plan Solutions | Reveal Email/Phone |
7 | Managing Director, Flagship Advisory Services | Reveal Email/Phone |
8 | Administrative Assistant | Reveal Email/Phone |
9 | Senior Financial Advisor | Reveal Email/Phone |
10 | Front Desk Receptionist | Reveal Email/Phone |
DBR and CO Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $7.7M | 46 | 0% | N/A | N/A |
#2 | $6M | 36 | 6% | N/A | N/A |
#3 | $6.9M | 41 | -2% | N/A | N/A |
#4 | $1.8M | 14 | 27% | N/A | N/A |
#5 | $25.4M | 121 | -3% | N/A | N/A |
#6 | $5M | 30 | -3% | N/A | N/A |
#7 | $12.9M | 68 | -12% | N/A | N/A |
#8 | $4.1M | 28 | 12% | N/A | N/A |
#9 | $3.7M | 25 | -14% | N/A | N/A |
#10 | $10.4M | 55 | 10% | N/A | N/A |
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/AN/A
Total Funding
35
Number of Employees
$5.9M
Revenue (est)
3%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $8.1M | 35 | -5% | N/A |
#2 | $7.6M | 35 | -3% | N/A |
#3 | $6.6M | 35 | -17% | N/A |
#4 | $2.9M | 35 | 46% | N/A |
#5 | $5.9M | 35 | 9% | N/A |