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Rogan & Associates, Inc.

● SEC registered since 2009CRD 42762SEC# 801-69994Safety Harbor, FL
Export (members)
Reg. AUM
$662.2M
Employees
16
Accounts
2,606
Location
Safety Harbor, FL

Rogan & Associates, Inc. assets under management

Rogan & Associates, Inc. operates as an SEC-registered investment adviser based in Safety Harbor, FL. The firm has been registered since 2009. It reports $662.2 million in regulatory assets under management and employs 16 people.
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Rogan & Associates, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Ana Roumenova CarterFinopUnder 5%2019
Edwin Robinson Foss ControlChief Compliance Officer, Aml Compliance Officer, General Securities PrincipalUnder 5%2004
Michael Gerard Rogan ControlPresident/Ceo/Cfo/Msp/Rosfp/Sole Officer/Sole Shareholder/Principal Financial Officer/Principal Operations OfficerOver 75%1997

Frequently asked questions

How much does Rogan & Associates, Inc. manage?

Rogan & Associates, Inc. reports $662.2 million in regulatory assets under management on its Form ADV.

How many employees does Rogan & Associates, Inc. have?

Rogan & Associates, Inc. reports 16 employees.

Where is Rogan & Associates, Inc. located?

Rogan & Associates, Inc. is based in Safety Harbor, FL and has been SEC-registered since 2009.

Does Rogan & Associates, Inc. disclose fund performance?

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

Contact & registration

Address200 9th Avenue North, Suite 100, Safety Harbor, FL 34695
Phone727-712-3400
Fax727-712-3113
Office hours5-Sep
SEC regionMiami Regional Office (MIRO)
CIK1034263
Discloses disciplinary historyNo

Assets under management

Discretionary$662.2M
Non-discretionary$0
Total (RAUM)$662.2M