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

Building 2ROGAN & ASSOCIATES

Map pinSAFETY HARBOR, FL
Phone727-712-3400
NotebookSEC #801-69994
Total AUM
$709.6M
Employees
14
Clients
1,483

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 9TH AVENUE NORTH
SUITE 100
SAFETY HARBOR
FL 34695
United States
Operating Hours
9-5
Monday - Friday
Phone
727-712-3400
Other Offices
2

ReceiptFinancials

Total AUM
$709.6M
Accounts
1,483
Discretionary
$709.6M
Accounts
1,483
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
1,191
AUM
$237.2M
HNW Individual Clients
290
AUM
$472.1M
Corporation or Business Clients
2
AUM
$319.6K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLGAINLAMINCNENHNYOHPASCTNTXVA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account