|
⚲
|
| Rogan & Associates Inc
✚
| |
|---|---|
| CRD # | 42762 |
| SEC # | 801-69994 |
| CIK # | 0001034263 |
| AUM | $586.2 MM (2024-03-28) |
| Employees | 16 (62% Investors, 62% Brokers) |
| Phone | 727-712-3400 |
| Address | 200 9th Avenue North Safety Harbor, FL 34695 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,257 | 420.8 |
| (b) Individuals (high net worth individuals) | 169 | 156.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 2.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,117 | 586.2 |
| By Discretionary | ||
| Discretionary | 1,950 | 563.2 |
| Non-Discretionary | 167 | 22.9 |
| Total | 2,117 | 586.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 586.2 | |
| Total | 2,117 | 586.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Arcadia Investment Management Corp
✚
|
MI | 0.6 |
|
Atlas Legacy Advisors LLC
✚
|
CA | 0.6 |
|
USA Financial Formulas LLC
✚
|
MI | 0.6 |
|
Retireright LLC
✚
|
IA | 0.6 |
|
Denver PWM LLC
✚
|
CO | 0.6 |
|
FCF Advisors LLC
✚
|
NY | 0.6 |
|
Winslow Asset Management Inc
✚
|
OH | 0.6 |
|
CFM Wealth Partners LLC
✚
|
TX | 0.6 |
|
Family WMS LLC
✚
|
GA | 0.6 |
|
Strategic Equity Management Inc
✚
|
AZ | 0.6 |