ROGAN & ASSOCIATES
Safety Harbor, Florida
5.0
7 Reviews
Rogan & Associates is a reputable investment advisory firm based out of Safety Harbor, FL, boasting an extensive client base of over 1,370 individuals. With a staggering $286,017,000 in assets under management, the firm has firmly established itself as a trusted player in the financial industry. Operating from three conveniently located offices, Rogan & Associates specializes in providing comprehensive investment advice and portfolio management services. A significant portion of their assets under management, roughly 50%, is derived from employer-sponsored 401K plans and individual clients, highlighting their expertise in this pa...
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Assets Under Mgmt

$286.02M

Investment Professionals

10

Locations

2

% 401K & Individual

55%

% Discretionary

90%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Commissions
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Selection of other advisers
Other Business Activities
Broker-dealer (Registered or unregistered)
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