|
⚲
|
| Keyboard |
| RW Roge & Company Inc
✚
|
|
|---|---|
| CRD # | 104645 |
| SEC # | 801-28012 |
| CIK # | |
| AUM | 419.5 M (2026-02-10) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 631-218-0077 |
| Address | One Corporate Drive Bohemia, NY 11716 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 70.5 |
| (b) Individuals (high net worth individuals) | 121 | 324.5 |
| (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 | 24.5 |
| (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 | 827 | 419.5 |
| By Discretionary | ||
| Discretionary | 822 | 395.2 |
| Non-Discretionary | 5 | 24.2 |
| Total | 827 | 419.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.5 | |
| Total | 827 | 419.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Retail, Research |
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