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ROFFMAN MILLER ASSOCIATES INC
ROFFMAN MILLLER ASSOCIATES INC
CRD 106019 · SEC 801-38491
1835 MARKET STREET, SUITE 500, PHILADELPHIA, PA, 19103, United States
Phone
215-981-1030
Fax
215-981-0146
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.20B
Discretionary AUM
$3.17B
Team
15 total employees; 14 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 466 | $187.5M |
| High net worth individuals | 1132 | $2.90B |
States served
CA, CO, DE, IL, LA, MD, MA, NJ, NY, NC, OH, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD