1835 Market Street
Suite 500
Philadelphia, Pennsylvania 19103
Tel: 215-981-1030
ROFFMAN MILLER ASSOCIATES INC, formally registered with the SEC as ROFFMAN MILLER ASSOCIATES INC. The firm was established in 03/22/1991. They have over 1 offices throughout the country.
ROFFMAN MILLER ASSOCIATES INC is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $2,895,159,684 assets under management, offering retirement planning & investment advisory services to 1563 clients. The firm is staffed with 15 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 106019 |
SEC# | 801-38491 |
Assets Managed by Firm | $2,895,159,684 |
No. of Clients | 1563 |
No. of Advisors | 15 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1563 | $2,895,159,684 |
Individuals (other than high net worth individuals) | 463 | $178,757,174 |
High net worth individuals | 1097 | $2,609,400,160 |
Corporations or other businesses | Fewer than 5 clients | $107,002,350 |
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 | |
$333,066,527,268 | 804462 | 2107 | |
$194,796,322,013 | 93301 | 411 |
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