DBR & CO
DBR & CO

DBR & CO Information

Contact top employees from DBR & CO

Summary

DBR & CO is a private company. The company currently specializes in the Financial Services area. The position of the CEO is occupied by David Root. Its headquarters is located at Pittsburgh, Pennsylvania, USA. The number of employees ranges from 25 to 100. The annual revenue of DBR & CO varies between 5.0M and 25M. Total funding of the company - $150K. To connect with DBR & CO employee register on SignalHire.

Organization Website

dbroot.com

Social Links

facebookfacebooklinkedIntwitter

Phone Number

4122272800

Industries

Headquarters Location

436 Seventh Avenue, Suite 2800, Pittsburgh, PA, 15219 US

Employees Size

10-50 employees

Specialties

Investment Management, Retirement Planning, Estate Planning, Tax Planning, Asset Allocation strategies, College Funding Plans, Insurance Planning, Corporate Sponsored Plans, Executive Financial Counseling Services, Business Succession, Financial Planning, 401(k) management, Financial Advice, Company retirement plans, Fiduciary, Multiple Employer Plan, MEP, Generational Wealth, Flagship, Wealth Management, Physicians, 401(k)

SIC Code

6282, 6199

DMA Code

Greater Pittsburgh

Founded

1994

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Length of Employment
arrow
Employee tenure at DBR & CO shows a diverse range of experience levels:
8% have been with the company for less than 1 year8% for 1–2 years8% for 3–4 years12% for 5–7 years16% for 8–10 years48% have over 11 years of service at DBR & CO
Contact top employees from DBR & CO
Jeremy Suschak
Head Of Business Development
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David Root
CEO and Founder
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Connie Pallof
Client Service Associate
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Alec Root
Senior Advisor
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Adam Souply
Managing Director, Physician Wealth Services
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Loraine Ziegler Montanye
Managing Director, Fiduciary Plan Solutions
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Steve Kohler
Senior Financial Advisor
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Richard Applegate
Managing Director, Fiduciary Plan Solutions
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Curtis Hart
Associate Wealth Advisor
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Heather Ostrowski
Chief Operating Officer
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Michael Aroesty
Chief Investment Officer
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Jody Beegle
Administrative Assistant
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Jesse Root
Research Analyst
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Ryan Grove
Associate Advisor
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Andrea Byers
Finance Manager
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Leah McNally
Administrative Assistant
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FAQ

DBR & CO operates in the Finance industries. More details can be found on the official website: dbroot.com.
The headquarters of DBR & CO are located in Pittsburgh, United States.
The current CEO of DBR & CO is David Root
You can contact DBR & CO by phone at 4122272800.
DBR & CO currently employs 10-50 people.
You can contact DBR & CO by phone at 4122272800, by email at maroesty@dbroot.com, through social media (Facebook, Facebook, LinkedIn, Twitter), or via the contact form on dbroot.com.
DBR & CO's revenue is approximately 10.8M.

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