Overview
Assets Under Management: $1.1 billion
Headquarters: SEWICKLEY, PA
High-Net-Worth Clients: 125
Average Client Assets: $8 million
Frequently Asked Questions
ROBLE, BELKO AND COMPANY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123286), ROBLE, BELKO AND COMPANY, INC. is subject to fiduciary duty under federal law.
ROBLE, BELKO AND COMPANY, INC. is headquartered in SEWICKLEY, PA.
ROBLE, BELKO AND COMPANY, INC. serves 125 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, ROBLE, BELKO AND COMPANY, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ROBLE, BELKO AND COMPANY, INC. manages $1.1 billion in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, ROBLE, BELKO AND COMPANY, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 125
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.36
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 1,048
Discretionary Accounts: 1,048
Regulatory Filings
CRD Number: 123286
Last Filing Date: 2025-02-18 00:00:00
Website: https://roblebelko.com