Rogan & Associates

Trust Score 80%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Rogan & Associates, federally registered in 2009, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 5 advisors. Rogan & Associates manages $319.0 million and provides investment advisory services for 634 clients (1:127 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $503,154
Hybrid Advisor Yes
Disciplinary History No
Total AUM $319.0 million
Advisor / Client Ratio 1:127
Headquarters Safety Harbor, FL
SEC Filings Forms and Brochures    (CRD # 42762)
State(s) Registered FL, LA, NY, TN, TX

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