Roble, Belko and Company, Inc.
Firm details
- Headquarters
- Sewickley, Pennsylvania
- CRD number
- 123286
- Registered since
- March 31, 2003
- Website
- roblebelko.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.63%
- Charitable Organizations11%
- Corporations / Businesses2.36%
- Individuals1.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Roble, Belko and Company, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 2003. The firm serves a mix of high-net-worth individuals, families and institutional clients and operates as a capital allocator, offering financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of third‑party advisers. Fee arrangements include percentage-of-AUM and fixed-fee structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- US Government Bonds20%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 211Active vs passive
$1.1B in ETFs
92%
$964M
4%
$86.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $184M | 491,072 | 17.50% |
Location
Sewickley, PA
Allegheny
Location
Sewickley, PA
Headquartered in Sewickley, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 1603 Carmody Ct
- Time zone
- ET (UTC-5)
- Office locations
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