Rodgers & Associates Ltd


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Rodgers & Associates Ltd
CRD #121700
SEC #801-62118
AUM $862.6 MM (100% Disc, 100% US)
Employees15 (60% Investors, 0% Brokers)
Address2025 Lititz Pike
Lancaster, PA 17601
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Bainco International Investors LLC
MA 0.9
Pine Ridge Advisers LLC
NY 0.9
Romano Brothers and Company
IL 0.9
Dan Goldie Financial Services LLC
CA 0.9
Sheaff Brock Investment Advisors LLC
IN 0.8
Austin Asset Management Co
TX 0.8
Diversified Portfolios Inc
MI 0.8
Holden Tolbert & Co Inc
OK 0.8
Kahn Brothers & Co Inc
NY 0.8
Kimelman & Baird LLC
NY 0.8
Terms of Service | Privacy Policy | User Guide