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ROGERS CONSULTING ASSOCIATES, INC.
CRD 169931
121 HUNTER AVE, SUITE 100, ST. LOUIS, MO, 63124, United States
Phone
314-721-4443
Fax
314-721-8352
Registration
— (—)
Source
State registered
Total AUM
$94.8M
Discretionary AUM
$94.8M
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $640K |
| High net worth individuals | 7 | $21.9M |
| Pooled investment vehicles | 1 | $5.1M |
| Charitable organizations | 3 | $1.6M |
| Corporations/business entities | 6 | $46.4M |
Official SEC filing: View on IAPD