|
⚲
|
| RW Roge & Company Inc
✚
| |
|---|---|
| CRD # | 104645 |
| SEC # | 801-28012 |
| CIK # | |
| AUM | $335.9 MM (2024-07-08) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 631-218-0077 |
| Address | One Corporate Drive Bohemia, NY 11716 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 214 | 75.5 |
| (b) Individuals (high net worth individuals) | 102 | 235.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 24.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 806 | 335.9 |
| By Discretionary | ||
| Discretionary | 800 | 320.4 |
| Non-Discretionary | 6 | 15.5 |
| Total | 806 | 335.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 335.9 | |
| Total | 806 | 335.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Moneywise Inc
✚
|
VA | 0.4 |
|
SGH Wealth Management
✚
|
MI | 0.4 |
|
Allgen Financial Advisors Inc
✚
|
FL | 0.4 |
|
Fee-Only Financial Planning LC
✚
|
SC | 0.3 |
|
Lesjak Planning LLC
✚
|
OH | 0.3 |
|
Widmann Financial Services Inc
✚
|
MD | 0.3 |
|
Cairn Investment Group Inc
✚
|
WA | 0.3 |
|
Avory & Company LLC
✚
|
FL | 0.3 |
|
Envision Financial Planning LLC
✚
|
TN | 0.3 |
|
ETF Portfolio Partners Inc
✚
|
KS | 0.3 |