PPrivate Fund Data Log in Join · $37/mo

Rodgers Brothers, Inc.

● SEC registered since 2002CRD 16197SEC# 801-61034Harmony, PA
Export (members)
Reg. AUM
$964.7M
Employees
20
Accounts
1,075
Location
Harmony, PA

Rodgers Brothers, Inc. assets under management

Rodgers Brothers, Inc. is an investment advisory firm registered with the SEC based in Harmony, PA. The firm has been registered since 2002. It reports $964.7 million in regulatory assets under management and employs 20 people.

Rodgers Brothers, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Ann Freeman Keitner ControlChief Compliance OfficerUnder 5%2025
Denise Ryan RodgersDirectorUnder 5%2018
Gary Rodgers ControlDirector25-50%1985
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Rodgers Brothers, Inc. manage?

Rodgers Brothers, Inc. reports $964.7 million in regulatory assets under management on its Form ADV.

How many employees does Rodgers Brothers, Inc. have?

Rodgers Brothers, Inc. reports 20 employees.

Where is Rodgers Brothers, Inc. located?

Rodgers Brothers, Inc. is based in Harmony, PA and has been SEC-registered since 2002.

Does Rodgers Brothers, Inc. disclose fund performance?

Rodgers Brothers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address223 Mercer Street, Harmony, PA 16037
Phone724-473-4003
Fax724-473-4050
Office hours8:30-5:00, F 8:30-4:30
SEC regionPhiladelphia Regional Office (PLRO)
CIK1397290
Discloses disciplinary historyNo

Assets under management

Discretionary$964.7M
Non-discretionary$0
Total (RAUM)$964.7M