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RODGERS BROTHERS, INC.
CRD 16197 · SEC 801-61034
223 MERCER STREET, HARMONY, PA, 16037, United States
Phone
724-473-4003
Fax
724-473-4050
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.04B
Discretionary AUM
$1.04B
Team
19 total employees; 9 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 267 | $110.0M |
| High net worth individuals | 228 | $808.8M |
| Investment companies | 1 | $39.3M |
| Pension/profit sharing plans | 1 | $9.2M |
| Charitable organizations | 5 | $62.0M |
| Corporations/business entities | 4 | $8.2M |
States served
CA, GA, IL, IN, LA, NJ, NY, NC, OH, PA, SC, VA, WV, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD