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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 $286,016,892 assets under management, offering retirement planning & investment advisory services to 2033 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 | $286,016,892 |
| No. of Clients | 2033 |
| No. of Advisors | 16 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Commision Based
- Other(% OF ASSETS UNDER ANOTHER RIA'S MANAGEMENT)
Advisory Services Provided
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2033 | $286,016,892 |
| Individuals (other than high net worth individuals) | 1373 | $156,578,844 |
| High net worth individuals | 162 | $126,934,085 |
| Pension and profit sharing plans | 7 | $2,020,304 |
| Corporations or other businesses | 4 | $483,659 |
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