|
⚲
|
| Rogers Wealth Group Inc
✚
| |
|---|---|
| CRD # | 107409 |
| SEC # | 801-51602 |
| CIK # | |
| AUM | $838.3 MM (2024-03-25) |
| Employees | 21 (29% Investors, 0% Brokers) |
| Phone | 817-334-0351 |
| Address | 1330 Summit Avenue Fort Worth, TX 76102 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 429.0 |
| (b) Individuals (high net worth individuals) | 137 | 326.7 |
| (c) Banking or thrift institutions | 1 | 34.7 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 7.1 |
| (h) Charitable organizations | 4 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 37.6 |
| (n) Other | 0 | 0.0 |
| Total | 817 | 838.3 |
| By Discretionary | ||
| Discretionary | 780 | 815.2 |
| Non-Discretionary | 37 | 23.1 |
| Total | 817 | 838.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 838.3 | |
| Total | 817 | 838.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Robert Harrell Incorporated
✚
|
TX | 0.8 |
|
Crumly and Associates Incorporated
✚
|
IL | 0.8 |
|
Alvarium Investment Advisors US Inc
✚
|
FL | 0.8 |
|
Panoramika Advisors Inc
✚
|
FL | 0.8 |
|
GFG Capital LLC
✚
|
FL | 0.8 |
|
Cohalo Advisory LLC
✚
|
WA | 0.8 |
|
Rodgers Brothers Inc
✚
|
PA | 0.8 |
|
Fierston Financial Group Inc
✚
|
CT | 0.8 |
|
Broad Run Investment Management LLC
✚
|
VA | 0.8 |
|
Inspire Advisors LLC
✚
|
ID | 0.8 |