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ROGAN & ASSOCIATES
200 9th Avenue North
Suite 100
Safety Harbor, Florida 34695
Tel: 727-712-3400
About ROGAN & ASSOCIATES
ROGAN & ASSOCIATES, formally registered with the SEC as ROGAN & ASSOCIATES. The firm was established in 03/30/2009. They have over 3 offices throughout the country.
ROGAN & ASSOCIATES is a Safety Harbor, Florida based Financial Planning firm with nearly $586,150,268 assets under management, offering retirement planning & investment advisory services to 2117 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 42762 |
| SEC# | 801-69994 |
| Assets Managed by Firm | $586,150,268 |
| No. of Clients | 2117 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Commission Based
- Other (% OF ASSETS UNDER ANOTHER RIA'S MANAGEMENT)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2117 | $586,150,268 |
| Individuals (other than high net worth individuals) | 1257 | $420,771,744 |
| High net worth individuals | 169 | $156,078,544 |
| Pension and profit sharing plans | 4 | $2,728,860 |
| Corporations or other businesses | 9 | $6,571,120 |
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|---|---|---|---|
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