Roble Asset Management Company (Pittsburgh)

Name: Roble Asset Management Company
Address: 2200 Georgetowne Drive, Pittsburgh, PA, 15143
Telephone: (724) 935-4990

Roble Asset Management Company is a large advisory firm based in Pittsburgh. It manages $172.33 million of regulatory assets for 34 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Pennsylvania.

Roble Asset Management Company provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Roble Asset Management Company: assets under management

The assets under management (AUM) of Roble Asset Management Company is $172.33 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 292% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $172.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.07 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Roble Asset Management Company for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Roble Asset Management Company

Roger William Roble has been acting as President since 1 Apr 2000. Lynne Rowan Belko joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roger William Roble	President	1 Apr 2000	50% - 75%	1542842
William Thomas Belko	Vice president	1 Apr 2000	Other	1567501
Lynne Rowan Belko	Shareholder	1 Oct 2002	25% - 50%	4623878

Based in Pittsburgh

The principal office where Roble Asset Management Company performs its advisory services is located at 2200 Georgetowne Drive, Pittsburgh, PA 15143, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (724) 935-4990 or by fax (724) 935-4999. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.robleasset.com.