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

More Retirement Planning firms in Bohemia, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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