Overview
Assets Under Management: $1.5 billion
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 523
Average Client Assets: $2 million
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