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⚲
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| Rodgers & Associates LLC
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|
|
|---|---|
| CRD # | 121700 |
| SEC # | 801-62118 |
| CIK # | 0001846515 |
| AUM | $1.5 B (2025-03-05) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 717-560-3800 |
| Address | 2025 Lititz Pike Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 14.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 454 | 263.0 |
| (b) Individuals (high net worth individuals) | 523 | 1,214.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 10.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,378 | 1,488.1 |
| By Discretionary | ||
| Discretionary | 3,378 | 1,488.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,378 | 1,488.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,488.1 | |
| Total | 3,378 | 1,488.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846515] |
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|---|---|---|
|
Young Richard C & Co Ltd
✚
|
RI | 1.6 |
|
Blue Chip Partners LLC
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MI | 1.5 |
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LGT Wealth Management US Limited
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1.4 | |
|
Kimelman & Baird LLC
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TX | 1.4 |
|
Telos Capital Management Inc
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CA | 1.4 |
|
Sheaff Brock Investment Advisors LLC
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IN | 1.4 |
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Bloom Advisors Inc
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MI | 1.4 |