RODGERS & ASSOCIATES, LTD.

LANCASTER, Pennsylvania·5 registered advisors·CRD# 121700
SEC# 801-621180717-560-3800
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at RODGERS & ASSOCIATES, LTD.

5 registered advisors
Jessica Lee Rodgers
LANCASTER, Pennsylvania
Mark Abram Eisenberger
LANCASTER, Pennsylvania
Michael Scott Helveston
LANCASTER, Pennsylvania
Patrick Carney
LANCASTER, Pennsylvania
Rick Lee Rodgers
LANCASTER, Pennsylvania
05

Office Locations

LANCASTER, Pennsylvania
5 advisors

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Data sourced from SEC Form ADV filings. RODGERS & ASSOCIATES, LTD. (CRD# 121700) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.