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Home > Retirement Planners > pennsylvania > lancaster > RODGERS & ASSOCIATES
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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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $190,960,333,268 | 377 | 657 |
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