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James Patrick Rogers

FEG CURIO INVESTMENT PARTNERS, LLC·CINCINNATI, Ohio
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201 EAST FIFTH ST., SUITE 1600, CINCINNATI, OH 45202CRD# 1873563Firm CRD# 323497
01

About

James Patrick Rogers is a registered financial advisor based in CINCINNATI, Ohio, affiliated with FEG CURIO INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FEG CURIO INVESTMENT PARTNERS, LLC
FEG CURIO INVESTMENT PARTNERS, LLC
AUM
$14M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at FEG CURIO INVESTMENT PARTNERS, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1873563
Firm CRD# 323497
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Patrick Rogers offer?
James Patrick Rogers specializes in Retirement Planning. Contact their office in CINCINNATI, Ohio for a consultation.
What are James Patrick Rogers's credentials?
James Patrick Rogers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Rogers located?
James Patrick Rogers is based in CINCINNATI, Ohio, working with FEG CURIO INVESTMENT PARTNERS, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does James Patrick Rogers charge for services?
James Patrick Rogers's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FEG CURIO INVESTMENT PARTNERS, LLC?
FEG CURIO INVESTMENT PARTNERS, LLC has approximately 13 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
CLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
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