Overview
Assets Under Management: $1.5 billion
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 523
Average Client Assets: $2 million
Frequently Asked Questions
RODGERS & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121700), RODGERS & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
RODGERS & ASSOCIATES, LLC is headquartered in LANCASTER, PA.
RODGERS & ASSOCIATES, LLC serves 523 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, RODGERS & ASSOCIATES, LLC offers financial planning and portfolio management for individuals. View all service details ↓
RODGERS & ASSOCIATES, LLC manages $1.5 billion in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, RODGERS & ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 523
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.63
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,378
Discretionary Accounts: 3,378
Regulatory Filings
CRD Number: 121700
Filing ID: 1949130
Last Filing Date: 2025-03-05 16:53:00
Website: https://rodgers-associates.com