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Rogan & Associates, Inc.

Headquartered in SAFETY HARBOR, FL

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Firm Information

Rogan & Associates, Inc. is a Florida-based Corporation that has been in business since 1997. The firm offers a variety of financial planning and portfolio management services for individuals, corporations, and businesses, including retirement planning, college savings, and estate planning. The firm also provides selection of other advisors services. Rogan & Associates, Inc. manages over $586 million in assets for over 2,100 clients. They are registered with the SEC and have a presence in 22 states.

Rogan & Associates, Inc.

200 9TH AVENUE NORTH

SAFETY HARBOR, FL 34695

$586.15M

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of assets under another ria's management

Branch Locations (5)

ROGAN & ASSOCIATES, INC. has a total of 5 branch locations across the country.
location

SAFETY HARBOR, FL

location

Addison, TX

location

East Grand Rapids, MI

location

TAMPA, FL

location

Lakewood Ranch, FL

Advisors at Rogan & Associates, Inc.

View All 13 Advisors
Unclaimed
Joseph Salvatore Minutolo

RA

SAFETY HARBOR, FL

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Unclaimed
Jason Dean White

CFP®, RA

SAFETY HARBOR, FL

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Unclaimed
Edwin Robinson Foss

RA

TAMPA, FL

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Unclaimed
Adam Michael Lucke

RA

SAFETY HARBOR, FL

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Unclaimed
Michael Gerard Rogan

RA

SAFETY HARBOR, FL

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Unclaimed
Kathleen Ann Jaye

SAFETY HARBOR, FL

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Unclaimed
Blake Watson Kennedy

RA

SAFETY HARBOR, FL

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Unclaimed
Erin D Emnett

RA

SAFETY HARBOR, FL

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Disclosures

There is public disclosure for Rogan & Associates, Inc.. Review regulatory record here.

Frequently Asked Questions (9)

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