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ROGERS FINANCIAL ADVISORY GROUP, LLC
CRD 130223
7 BOYCE AVENUE, GREENVILLE, SC, 29601, United States
Phone
864-250-1376
Fax
864-250-1377
Registration
— (—)
Source
State registered
Total AUM
$42.9M
Discretionary AUM
$26.8M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Subscription fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $26.0M |
| High net worth individuals | 21 | $16.4M |
All web addresses on file
Official SEC filing: View on IAPD