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⚲
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| Rodgers & Associates Ltd
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| |
|---|---|
| CRD # | 121700 |
| SEC # | 801-62118 |
| CIK # | 0001846515 |
| AUM | $1.3 BB (2024-07-31) |
| Employees | 20 (60% Investors, 0% Brokers) |
| Phone | 717-560-3800 |
| Address | 2025 Lititz Pike Lancaster, PA 17601 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 12.9 | ||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 541 | 320.8 |
| (b) Individuals (high net worth individuals) | 447 | 1,011.8 |
| (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 | 6 | 9.0 |
| (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 | 3,366 | 1,341.7 |
| By Discretionary | ||
| Discretionary | 3,366 | 1,341.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,366 | 1,341.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,341.7 | |
| Total | 3,366 | 1,341.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001846515] |
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