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R.w. Roge & Company, Inc

● SEC registered since 1986CRD 104645SEC# 801-28012Bohemia, NY
Export (members)
Reg. AUM
$365.1M
Employees
9
Accounts
787
Location
Bohemia, NY

R.w. Roge & Company, Inc assets under management

R.w. Roge & Company, Inc is an investment advisory firm registered with the SEC based in Bohemia, NY. The firm has been registered since 1986. It reports $365.1 million in regulatory assets under management and employs 9 people.
www.google.com/search?q=r.w.+rog%c3%a9+%26+company&stick=h4siaaaaaaaa_-ngu1i1qlcwtdu2nde0sewysu40sts2mqiwtdvmnk1jndnisView on SEC.gov ↗

R.w. Roge & Company, Inc owners & executives

2 reported
NameTitleOwnershipSince
Steven Michael RogeChief Investment Officer And CeoOver 75%2005
Susan Jeanne RogeChief Compliance OfficerUnder 5%2016

Frequently asked questions

How much does R.w. Roge & Company, Inc manage?

R.w. Roge & Company, Inc reports $365.1 million in regulatory assets under management on its Form ADV.

How many employees does R.w. Roge & Company, Inc have?

R.w. Roge & Company, Inc reports 9 employees.

Where is R.w. Roge & Company, Inc located?

R.w. Roge & Company, Inc is based in Bohemia, NY and has been SEC-registered since 1986.

Does R.w. Roge & Company, Inc disclose fund performance?

R.w. Roge & Company, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Corporate Drive, Suite 101, Bohemia, NY 11716
Phone631-218-0077
Fax631-218-0147
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$348.2M
Non-discretionary$16.9M
Total (RAUM)$365.1M