Roble, Belko And Company, Inc. is a large advisory firm based in Sewickley. It manages $611.48 million of regulatory assets for 656 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Florida, New Jersey, Pennsylvania, and Texas.
Roble, Belko And Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Roble, Belko And Company, Inc. is $611.48 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 255% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Roble, Belko And Company, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Roger William Roble is high net worth individuals with 95 clients and $540.9 million of assets under management. Among the 9 most similar advisory firms, Roble, Belko And Company has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $611.48 million for 154 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Roble, Belko And Company doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Roger William Roble has been acting as President since 1 Apr 2000. Colleen Elizabeth Doughty joined the executive team most recently as the Chief Compliance Officer.
The principal office where Roble, Belko And Company, Inc. performs its advisory services is located at 2200 Georgetowne Drive, Sewickley, PA 15143, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (724) 935-4990 or by fax (724) 935-4999. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at roblebelko.com/.