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ROGERS INVESTMENT ADVISORS, LLC
CRD 132722
2975 BOWERS AVE., SUITE 107, SANTA CLARA, CA, 95051, United States
Phone
408-215-1698
Fax
866-377-7065
Registration
— (—)
Source
State registered
Total AUM
$70.6M
Discretionary AUM
$70.6M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 5 | $32.8M |
All web addresses on file
Official SEC filing: View on IAPD