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ROGAN & ASSOCIATES
ROGAN & ASSOCIATES, INC.
CRD 42762 · SEC 801-69994
200 9TH AVENUE NORTH, SUITE 100, SAFETY HARBOR, FL, 34695, United States
Phone
727-712-3400
Fax
727-712-3113
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$709.6M
Discretionary AUM
$709.6M
Team
14 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1191 | $237.2M |
| High net worth individuals | 290 | $472.1M |
| Corporations/business entities | 2 | $320K |
States served
AZ, CA, GA, IN, LA, MI, NE, NY, NC, OH, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
- HTTPS://TWITTER.COM/ROGANFINANCIAL
- HTTP://WWW.WHYWEPLAN.COM
- HTTPS://WWW.FACEBOOK.COM/ROGANFINANCIAL
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCVD38EA8YXC4KABC0WS51LW
- HTTP://WWW.ROGANFINANCIAL.COM
- HTTP://WWW.FINANCIALPLANNINGFORLIFE.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/ROGAN-&-ASSOCIATES?TRK=TYAH&TRKINFO=CLICKEDVERTICAL%3ACOMPANY%2CCLICKEDENTITYID%3A424003%2CIDX%
Official SEC filing: View on IAPD