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RODGERS BROTHERS, INC.
HARMONY, PA
724-473-4003
SEC #801-61034Total AUM
$1B
Employees
19Clients
506Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
223 MERCER STREET
HARMONY
PA 16037
United States
HARMONY
PA 16037
United States
Operating Hours
8:30-5:00, F 8:30-4:30
Monday - Friday
Monday - Friday
Phone
724-473-4003
Other Offices
2
Financials
Total AUM
$1B
Accounts
1,070Discretionary
$1B
Accounts
1,070Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
267AUM
$110M
HNW Individual Clients
228AUM
$808.8M
Investment Company Clients
1AUM
$39.3M
Pension/Profit Sharing Plan Clients
1AUM
$9.2M
Charitable Organization Clients
5AUM
$62M
Corporation or Business Clients
4AUM
$8.2M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGAILINLANCNJNYOHPASCTXVAWAWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.