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R.W. ROGE & COMPANY, INC
CRD 104645 · SEC 801-28012
ONE CORPORATE DRIVE, SUITE 101, BOHEMIA, NY, 11716, United States
Phone
631-218-0077
Fax
631-218-0147
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$419.5M
Discretionary AUM
$395.2M
Team
9 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; INITIAL ONE-TIME CONTRACT FEE
Org form
Corporation
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $70.5M |
| High net worth individuals | 121 | $324.5M |
| Pension/profit sharing plans | 10 | $24.5M |
States served
CA, LA, MA, NJ, NY, VA, TX, CT, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/RWROGE
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UC56CIF5CPIHHZIDQ6KFIXZW
- HTTPS://WWW.LINKEDIN.COM/COMPANY/r-w-roge-&-company-inc-/
- https://www.instagram.com/r.w.roge/
- HTTPS://TWITTER.COM/RWROGE
- https://www.alignable.com/bohemia-ny/r-w-roge-company-inc
- https://nextdoor.com/business-profile/preview?is=pm&init_source=nav_menu
- https://www.google.com/search?q=R.W.+Rog%C3%A9+%26+Company&stick=H4sIAAAAAAAA_-NgU1I1qLCwTLUwNjNKSUpMNLBIMUyzMqhISzEyNEpKNbK0S
- https://www.google.com/search?q=R.W.+Rog%C3%A9+%26+Company&stick=H4sIAAAAAAAA_-NgU1I1qLCwTDU2NDe0sEwySU40STS2MqiwTDVMNk1JNDNIs
- https://www.feeonlynetwork.com/financial-advisor/steven-roge/
- HTTPS://WWW.PINTEREST.COM/RWROGE/BOARDS
- https://bsky.app/profile/rwroge.bsky.social
- https://www.napfa.org/firm/1428/4131
- HTTP://WWW.RWROGE.COM
- https://www.google.com/search?q=R.W.+Rog%C3%A9+%26+Company&stick=H4sIAAAAAAAA_-NgU1I
Official SEC filing: View on IAPD