Overview
Assets Under Management: $1.1 billion
Headquarters: SEWICKLEY, PA
High-Net-Worth Clients: 125
Average Client Assets: $8 million
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