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Home > Retirement Planners > new york > bohemia > R.W. ROGE & COMPANY, INC
R.W. ROGE & COMPANY, INC
One Corporate Drive
Suite 101
Bohemia, New York 11716
Tel: 631-218-0077
About R.W. ROGE & COMPANY, INC
RW ROGE & COMPANY, INC, formally registered with the SEC as RW ROGE & COMPANY, INC. The firm was established in 09/26/1986. They have over 3 offices throughout the country.
R.W. ROGE & COMPANY, INC is a Bohemia, New York based Financial Planning firm with nearly $365,053,265 assets under management, offering retirement planning & investment advisory services to 787 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104645 |
| SEC# | 801-28012 |
| Assets Managed by Firm | $365,053,265 |
| No. of Clients | 787 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Other (INITIAL ONE-TIME CONTRACT FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 787 | $365,053,265 |
| Individuals (other than high net worth individuals) | 185 | $63,138,587 |
| High net worth individuals | 115 | $275,407,652 |
| Pension and profit sharing plans | 11 | $26,507,026 |
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