1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ROFFMAN MILLER ASSOCIATES INC

Map pinPHILADELPHIA, PA
Phone215-981-1030
NotebookSEC #801-38491
Total AUM
$3.2B
Employees
15
Clients
1,599

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1835 MARKET STREET
SUITE 500
PHILADELPHIA
PA 19103
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
215-981-1030

ReceiptFinancials

Total AUM
$3.2B
Accounts
1,599
Discretionary
$3.2B
Accounts
1,588
Non-Discretionary
$31.9M
Accounts
11

ContactClients

View more in analytics →

Individual Clients
466
AUM
$187.5M
HNW Individual Clients
1,132
AUM
$2.9B
Corporation or Business Clients
1
AUM
$108.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDEFLILLAMAMDNCNJNYOHPASCTNTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account