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Building 2ROGERS WEALTH GROUP, INC.

Map pinFORT WORTH, TX
Phone817-334-0351
NotebookSEC #801-51602
Total AUM
$1B
Employees
21
Clients
434

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 SUMMIT AVENUE
FORT WORTH
TX 76102
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
817-334-0351

ReceiptFinancials

Total AUM
$1B
Accounts
876
Discretionary
$1B
Accounts
842
Non-Discretionary
$26.6M
Accounts
34

ContactClients

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Individual Clients
197
AUM
$537.1M
HNW Individual Clients
214
AUM
$399.6M
Banking Clients
1
AUM
$43.1M
Pension/Profit Sharing Plan Clients
2
AUM
$2.1M
Charitable Organization Clients
5
AUM
$1.5M
Corporation or Business Clients
15
AUM
$54.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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