Overview
Assets Under Management: $471 million
Headquarters: HARRISBURG, PA
High-Net-Worth Clients: 162
Average Client Assets: $2.5 million
Frequently Asked Questions
ROOF ADVISORY GROUP, INC. 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 #117969), ROOF ADVISORY GROUP, INC. is subject to fiduciary duty under federal law.
ROOF ADVISORY GROUP, INC. is headquartered in HARRISBURG, PA.
ROOF ADVISORY GROUP, INC. serves 162 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, ROOF ADVISORY GROUP, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ROOF ADVISORY GROUP, INC. manages $471 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, ROOF ADVISORY GROUP, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.65%
Average Client Assets: $2.5 million
Total Client Accounts: 227
Discretionary Accounts: 225
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 117969
Filing ID: 1196849
Last Filing Date: 2018-03-28 16:24:00