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Building 2RODGERS & ASSOCIATES

Map pinLANCASTER, PA
Phone717-560-3800
NotebookSEC #801-62118
Total AUM
$1.6B
Employees
21
Clients
997

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2025 LITITZ PIKE
LANCASTER
PA 17601
United States
Operating Hours
MONDAY - THURSDAY 8:00 AM - 5:00 PM, FRIDAY 8:00 AM - 4:00 PM
Monday - Friday
Phone
717-560-3800

ReceiptFinancials

Total AUM
$1.6B
Accounts
3,544
Discretionary
$1.6B
Accounts
3,544
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
445
AUM
$265.8M
HNW Individual Clients
549
AUM
$1.4B
Charitable Organization Clients
3
AUM
$9.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLMDNCNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 30 business affiliates.
Claimed Affiliates
Reported as an affiliate by 18 other businesses.

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