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Home > Retirement Planners > texas > fort worth > ROGERS WEALTH GROUP, INC.
ROGERS WEALTH GROUP, INC.
1330 Summit Avenue
Fort Worth, Texas 76102
Tel: 817-334-0351
About ROGERS WEALTH GROUP, INC.
ROGERS WEALTH GROUP, INC, formally registered with the SEC as ROGERS WEALTH GROUP, INC. The firm was established in 03/22/1996. They have over 1 offices throughout the country.
ROGERS WEALTH GROUP, INC. is a Fort Worth, Texas based Financial Planning firm with nearly $838,279,768 assets under management, offering retirement planning & investment advisory services to 817 clients. The firm is staffed with 21 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107409 |
| SEC# | 801-51602 |
| Assets Managed by Firm | $838,279,768 |
| No. of Clients | 817 |
| No. of Advisors | 21 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 817 | $838,279,768 |
| Individuals (other than high net worth individuals) | 252 | $429,020,535 |
| High net worth individuals | 137 | $326,719,339 |
| Pension and profit sharing plans | 1 | $7,112,762 |
| Charitable organizations | 4 | $3,103,249 |
| Corporations or other businesses | 11 | $37,638,809 |
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