RODGERS & ASSOCIATES

2025 Lititz Pike
Lancaster, Pennsylvania 17601
Tel: 717-560-3800

About RODGERS & ASSOCIATES

RODGERS & ASSOCIATES, formally registered with the SEC as RODGERS & ASSOCIATES. The firm was established in 07/03/2003. They have over 1 offices throughout the country.

RODGERS & ASSOCIATES is a Lancaster, Pennsylvania based Financial Planning firm with nearly $1,488,109,570 assets under management, offering retirement planning & investment advisory services to 3378 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	121700
SEC#	801-62118
Assets Managed by Firm	$1,488,109,570
No. of Clients	3378
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	3378	$1,488,109,570
Individuals (other than high net worth individuals)	454	$262,995,284
High net worth individuals	523	$1,214,746,690
Charitable organizations	5	$10,367,596

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