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, SEC-registered investment adviser structured as a corporation and owned by an individual. Founded in 2003, the firm acts as a capital allocator and provides financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Its client base mixes individual and family relationships with institutional mandates. Fee arrangements include percentage-of-assets and fixed-fee engagements. The firm does not identify as an active ESG investor and is not described as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
2 of 2
Colleen Doughty
Chief Compliance OfficerCRD 4650418
William Belko
Chief Investment OfficerCRD 1567501
Contacts
3 of 7
Roger Roble
PresidentCRD 1542842
Jacqueline Cannella
Client Service AssociateCRD 7191464
Ryan Lacey
Relationship ManagerCRD 4698499
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 190Active vs passive
$1B in ETFs
91%
$919M
5%
$88.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $167M | 452,490 | 16.62% |
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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