Monongahela Capital Management

Monongahela Capital Management (CRD# 16197) is a financial advisory firm headquartered in Harmony, PA. They manage $331,904,887 in 556 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    332
    MILLION
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $596,951
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, NC, NJ, NY, OH, PA, SC, TX, WV

Financial Advisors at Monongahela Capital Management
Showing 1 - 6 of 6 top financial advisors.
1
William P. Boggess
CRD#: 1300498
325 West Huron Street, Suite 707, Chicago, IL 60610
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
800 Cranberry Woods Drive, Suite 200, Cranberry Township, PA 16066
93
Wealthminder
score

Denise Rodgers (CRD# 2766807) is an Investment Advisor Representative working at Monongahela Capital Management in Cranberry Township, PA and has over 20 years of experience in the finance industry.

3
Gary Rodgers
CRD#: 1043217
325 West Huron Street, Suite 707, Chicago, IL 60610
93
Wealthminder
score

Gary Rodgers (CRD# 1043217) is an Investment Advisor Representative working at Monongahela Capital Management in Chicago, IL and has over 35 years of experience in the finance industry.

4
Michael C. Rodgers
CRD#: 2500890
800 Cranberry Woods Drive, Suite 200, Cranberry Township, PA 16066
93
Wealthminder
score

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

5
Mark C. Rodgers
CRD#: 5902464
223 Mercer Street, Harmony, PA 16037
90
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.

6
Mark Rodgers
CRD#: 865696
325 West Huron Street, Suite 707, Chicago, IL 60610
87
Wealthminder
score

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

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