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RODGERS & ASSOCIATES
RODGERS & ASSOCIATES, LLC
CRD 121700 · SEC 801-62118
2025 LITITZ PIKE, LANCASTER, PA, 17601, United States
Phone
717-560-3800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.63B
Discretionary AUM
$1.63B
Team
21 total employees; 10 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 445 | $265.8M |
| High net worth individuals | 549 | $1.36B |
| Charitable organizations | 3 | $9.4M |
States served
AZ, CA, DE, MD, NJ, NY, NC, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD