ROGAN & ASSOCIATES
Safety Harbor, FL
AUM
$709.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
727-712-3400
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in FL, SAFETY HARBOR
3 advisers found
Safety Harbor, FL
AUM
$709.6M
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
727-712-3400
Safety Harbor, FL
AUM
$361.0M
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
727-443-3300
Safety Harbor, FL
AUM
$4.0M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
813-575-0575