David
Hoffmann

D.B. Root & Company, LLC

CRD#2946293
Investment Advisor
in Pittsburgh, PA
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About this Advisor

David Hoffmann is a certified financial planner operating in Pittsburgh, Pennsylvania, with a total of 19 years of financial industry experience. Hoffmann is an employee of D.B. Root & Company, LLC. Throughout their career, they have worked at Purshe Kaplan Sterling Investments, Db Root & Company, Inc and Commonwealth Equity Services, Inc. Hoffmann maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Pennsylvania. D.B. Root & Company, LLC is a financial advisory business headquartered in Pittsburgh, Pennsylvania. The investment advisory business has a total of 19 people on staff. It manages $407 million in total assets across its 2,087 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,087 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in investable assets. D.B. Root & Company, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees are based on which services the firm provides the client. However, fee types charged by D.B. Root & Company, LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

436 Seventh Avenue Suite 2800
Pittsburgh, PA 15219

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D.B. Root & Company, LLC Brokerage Details

Total Assets Under Management

$644,271,941

PA Average: $15,833,994,310
Total Number of Employees

21

PA Average: 41
Total Number of Accounts

2,517

PA Average: 3,342
Average Account Size

$255,968

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Hoffmann Work History

David has 19 years of experience.

2015 - Present (4 years)

Purshe Kaplan Sterling Investments

2015 - Present (4 years)

Db Root & Company, Inc

1999 - 2015 (16 years)

Commonwealth Equity Services, Inc

Disclosures

David Hoffmann has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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