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⚲
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| Roffman Milller Associates Inc
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|
|
|---|---|
| CRD # | 106019 |
| SEC # | 801-38491 |
| CIK # | 0000869367 |
| AUM | $3.2 B (2026-03-26) |
| Employees | 15 (93% Investors, 0% Brokers) |
| Phone | 215-981-1030 |
| Address | 1835 Market Street Philadelphia, PA 19103 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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 ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 466 | 0.2 |
| (b) Individuals (high net worth individuals) | 1,132 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,599 | 3.2 |
| By Discretionary | ||
| Discretionary | 1,588 | 3.2 |
| Non-Discretionary | 11 | 0.0 |
| Total | 1,599 | 3.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.2 | |
| Total | 1,599 | 3.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000869367] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stoker Ostler Wealth Advisors Inc
✚
|
AZ | 3.7 |
|
Bogart Wealth LLC
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|
VA | 3.2 |
|
Baltimore-Washington Financial Advisors Inc
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|
MD | 3.0 |
|
Berger Financial Group Inc
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|
MN | 2.9 |
|
Chas P Smith & Associates PA Cpa's
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|
FL | 2.9 |
|
Key Financial Inc
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|
PA | 2.8 |
|
Keystone Financial Group LLC
✚
|
KY | 2.3 |
|
John Hancock Personal Financial Services LLC
✚
|
MA | 2.2 |
|
SOFI Wealth LLC
✚
|
CA | 2.0 |
|
Armstrong Advisory Group Inc
✚
|
MA | 1.7 |