Overview
Assets Under Management: $662 million
Headquarters: SAFETY HARBOR, FL
High-Net-Worth Clients: 10
Average Client Assets: $40 million
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.07
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 2,606
Discretionary Accounts: 2,606
Regulatory Filings
CRD Number: 42762
Filing ID: 1965164
Last Filing Date: 2025-03-27 10:50:00
Website: https://roganfinancial.com