R.W. ROGE & COMPANY, INC

BOHEMIA, New York·5 registered advisors·CRD# 104645
SEC# 801-280122631-218-0077
01

Firm Overview

AUM
$336M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Other: INITIAL ONE-TIME CONTRACT FEE
03

Specialties

Financial PlanningInvestment Management
04

Advisors at R.W. ROGE & COMPANY, INC

5 registered advisors
Jeffrey Charles Roberto
BOHEMIA, New York
Ronald Roge
BOHEMIA, New York
Rosanne Roge
BOHEMIA, New York
Steven Michael Roge
BOHEMIA, New York
Susan Jeanne Roge
BOHEMIA, New York
05

Office Locations

BOHEMIA, New York
5 advisors

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Data sourced from SEC Form ADV filings. R.W. ROGE & COMPANY, INC (CRD# 104645) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.