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Building 2R.W. ROGE & COMPANY, INC

Map pinBOHEMIA, NY
Phone631-218-0077
NotebookSEC #801-28012
Total AUM
$419.5M
Employees
9
Clients
332

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE CORPORATE DRIVE
SUITE 101
BOHEMIA
NY 11716
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
631-218-0077
Other Offices
2

ReceiptFinancials

Total AUM
$419.5M
Accounts
827
Discretionary
$395.2M
Accounts
822
Non-Discretionary
$24.2M
Accounts
5

ContactClients

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Individual Clients
201
AUM
$70.5M
HNW Individual Clients
121
AUM
$324.5M
Pension/Profit Sharing Plan Clients
10
AUM
$24.5M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
INITIAL ONE-TIME CONTRACT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLAMANJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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