Monongahela Capital Management

Monongahela Capital Management (CRD# 16197) is a financial advisory firm headquartered in Harmony, PA. They manage $369,378,291 in 574 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    369
    MILLION
  • Total Number of Accounts
    574
    ACCOUNTS
  • Average Account Value
    $643,516
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, LA, MA, NC, NJ, NY, OH, PA, TX, WA, WV

Financial Advisors at Monongahela Capital Management
Showing 1 - 6 of 6 top financial advisors.
1
William P. Boggess
CRD#: 1300498
53 West Jackson Blvd., Suite 850, Chicago, IL 60604
93
Wealthminder
score

William Boggess (CRD# 1300498) is an Investment Advisor Representative working at Monongahela Capital Management in Chicago, IL and has over 11 years of experience in the finance industry.

2
Denise R. Rodgers
CRD#: 2766807
223 Mercer Street, Harmony, PA 16037
93
Wealthminder
score

Denise Rodgers (CRD# 2766807) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 21 years of experience in the finance industry.

3
Gary Rodgers
CRD#: 1043217
223 Mercer Street, Harmony, PA 16037
93
Wealthminder
score

Gary Rodgers (CRD# 1043217) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 36 years of experience in the finance industry.

4
Mark C. Rodgers
CRD#: 5902464
223 Mercer Street, Harmony, PA 16037
93
Wealthminder
score

Mark Rodgers (CRD# 5902464) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 5 years of experience in the finance industry.

5
Michael C. Rodgers
CRD#: 2500890
223 Mercer Street, Harmony, PA 16037
93
Wealthminder
score

Michael Rodgers (CRD# 2500890) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 23 years of experience in the finance industry.

6
Mark Rodgers
CRD#: 865696
223 Mercer Street, Harmony, PA 16037
88
Wealthminder
score

Mark Rodgers (CRD# 865696) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has 1 year of experience in the finance industry.

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