ROGAN & ASSOCIATES

200 9th Avenue North
Suite 100
Safety Harbor, Florida 34695
Tel: 727-712-3400

About ROGAN & ASSOCIATES

ROGAN & ASSOCIATES, formally registered with the SEC as ROGAN & ASSOCIATES. The firm was established in 03/30/2009. They have over 3 offices throughout the country.

ROGAN & ASSOCIATES is a Safety Harbor, Florida based Financial Planning firm with nearly $586,150,268 assets under management, offering retirement planning & investment advisory services to 2117 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	42762
SEC#	801-69994
Assets Managed by Firm	$586,150,268
No. of Clients	2117
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Commission Based
Other (% OF ASSETS UNDER ANOTHER RIA'S MANAGEMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2117	$586,150,268
Individuals (other than high net worth individuals)	1257	$420,771,744
High net worth individuals	169	$156,078,544
Pension and profit sharing plans	4	$2,728,860
Corporations or other businesses	9	$6,571,120

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