Summary

D.B. Root & Company

Founded in 1994

Description

DBR & CO is a Pittsburgh wealth management, financial advisors, retirement planners, 401k, financial planners, tax planning, investment advice, estate planning, tax advice.

Strengths

  • D.B. Root & Company has a strong market share in their industry
  • Revenue generated per employee is greater than industry average
  • Revenue growth is more steady than the industry average
  • Web traffic rankings are better than the industry average

Weaknesses

  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average
  • Since D.B. Root & Company was founded, the company has experienced slower revenue growth than the industry average

Annual Revenue

D.B. Root & Company's annual revenue

$3137000

Based on Kona Equity data

  • Revenue per employee

    $209133

  • Variance of revenue growth

    0.02

  • Annual revenue growth since founding

    $172678

  • Revenue growth rate from first known quarter to current

    -56.8%

Employee Count

15 employees

  • Employee growth rate from first known quarter to current

    -60.7%

Executives

David Hoffmann

Managing Director and Shareholder

d**@dbroot.com

Jody Beegle

Administrative Assistant

j**@dbroot.com

Heather Ostrowski

Chief Financial Officer

h**@dbroot.com

Nancy Kunz

Associate Director

n**@dbroot.com

Paul Abendroth

Managing Director

p**@dbroot.com

Jesse Root

Research Analyst

j**@dbroot.com

Steven Kohler

Senior Financial Advisor

s**@dbroot.com

Loraine Montanye

Senior Retirement Plan Advisor

l**@dbroot.com

Michele Gilbert

Front Desk Receptionist

m**@dbroot.com

Jeremy Suschak

Financial Advisor & Managing Director

j**@dbroot.com

David Root

CEO

d**@dbroot.com

Lynne Hoffay

Controller and CPA

l**@dbroot.com

Phone Root

Founder & Chief Executive Officer

p**@dbroot.com

Adam Souply

Financial Advisor

a**@dbroot.com

Marvin Ledgister

Associate Advisor

m**@dbroot.com

Leah Mcnally

Client Service Associate

l**@dbroot.com

Diane Bonenberger

Fiduciary Plan Solutions Client Service Associate

d**@dbroot.com

G Score - 4

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G2 Income per employee more than industry average.
  • G5 Variance of revenue growth is less than the industry average
  • G7 Website traffic rankings are better than the industry average

Web Analysis

  • Rank

    2.72 M

  • Page views per visitor

    1.0

  • Daily time

    2:41

Location

436 Seventh Ave., Ste. 2800 
Pittsburgh, PA  15219

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Key Information

  • SIC: 62; 6211
  • NAICS: 523910; 523
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with D.B. Root & Company.

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Frequently Asked Questions

Where is D.B. Root & Company located?

D.B. Root & Company's headquarters are located at 436 Seventh Ave., Ste. 2800  Pittsburgh, PA  15219.


What is D.B. Root & Company's official website?

D.B. Root & Company's official website is dbroot.com


What is D.B. Root & Company's revenue?

D.B. Root & Company's annual revenue is $3.1 M.


What is D.B. Root & Company's SIC code?

D.B. Root & Company's SIC: 62; 6211


What is D.B. Root & Company's NAICS code?

D.B. Root & Company's NAICS: 523910; 523.


How many employees does D.B. Root & Company's have?

D.B. Root & Company has 15 employees


What industry does D.B. Root & Company belong to?

D.B. Root & Company is in the industry of Financial services.

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