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| Roffman Milller Associates Inc
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|---|---|
| CRD # | 106019 |
| SEC # | 801-38491 |
| CIK # | 0000869367 |
| AUM | 3,198.7 M (2026-03-26) |
| Employees | 15 (93% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 215-981-1030 |
| Address | 1835 Market Street Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 134.4 | ||
| Apple Inc | 132.0 | ||
| Microsoft Corp | 97.1 | ||
| Amphenol Corp /DE/ | 77.6 | ||
| J P Morgan Chase & Co | 74.4 | ||
| Amazon Com Inc | 67.3 | ||
| Johnson & Johnson | 67.1 | ||
| Texas Instruments Inc | 64.0 | ||
| ASML Holding NV | 57.8 | ||
| Intel Corp | 54.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 466 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,132 | 2.9 |
| (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 | 0 | 0.0 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,599 | 3.2 |
| By Discretionary | ||
| Discretionary | 1,588 | 3.2 |
| Non-Discretionary | 11 | 0.0 |
| Total | 1,599 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 1,599 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000869367] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.7B |
| Clients | 5 |
| Serves | Retail, Research |
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