Monongahela Capital Management

Monongahela Capital Management (CRD# 16197) is a financial advisory firm headquartered in Harmony, PA. They manage $545,484,000 in 747 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    545
    MILLION
  • Total Number of Accounts
    747
    ACCOUNTS
  • Average Account Value
    $730,233
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, IN, LA, MA, NC, NJ, NY, OH, PA, SC, TX, VA, WA, WV

Financial Advisors at Monongahela Capital Management
Showing 1 - 9 of 9 top financial advisors.
1
William P. Boggess
CRD#: 1300498
53 West Jackson Blvd., Suite 850, Chicago, IL 60604

William Boggess (CRD# 1300498) is an Investment Advisor Representative working at Monongahela Capital Management in Chicago, IL and has over 14 years of experience in the finance industry.

2
Julia E. Polack
CRD#: 6211474
223 Mercer Street, Harmony, PA 16037

Julia Polack (CRD# 6211474) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 6 years of experience in the finance industry.

3
Denise R. Rodgers
CRD#: 2766807
223 Mercer Street, Harmony, PA 16037

Denise Rodgers (CRD# 2766807) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 23 years of experience in the finance industry.

4
Gary Rodgers
CRD#: 1043217
53 West Jackson Blvd., Suite 850, Chicago, IL 60604

Gary Rodgers (CRD# 1043217) is an Investment Advisor Representative working at Monongahela Capital Management in Chicago, IL and has over 38 years of experience in the finance industry.

5
Mark Rodgers
CRD#: 865696
53 West Jackson Blvd., Suite 850, Chicago, IL 60604

Mark Rodgers (CRD# 865696) is an Investment Advisor Representative working at Monongahela Capital Management in Chicago, IL and has over 4 years of experience in the finance industry.

6
Mark C. Rodgers
CRD#: 5902464
223 Mercer Street, Harmony, PA 16037

Mark Rodgers (CRD# 5902464) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 8 years of experience in the finance industry.

7
Michael C. Rodgers
CRD#: 2500890
223 Mercer Street, Harmony, PA 16037

Michael Rodgers (CRD# 2500890) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 25 years of experience in the finance industry.

8
Chris R. Rabenold
CRD#: 2088377
223 Mercer Street, Harmony, PA 16037

Chris Rabenold (CRD# 2088377) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 30 years of experience in the finance industry.

9
Matthew B. Rodgers
CRD#: 7093360
223 Mercer Street, Harmony, PA 16037

Matthew Rodgers (CRD# 7093360) 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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