Monongahela Capital Management

Monongahela Capital Management (CRD# 16197) is a financial advisory firm headquartered in Harmony, PA. They manage $835,873,570 in 1,044 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    836
    MILLION
  • Total Number of Accounts
    1,044
    ACCOUNTS
  • Average Account Value
    $800,645
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")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, IN, LA, 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
223 Mercer Street, Harmony, PA 16037

William Boggess (CRD# 1300498) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 17 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 9 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 27 years of experience in the finance industry.

4
Gary Rodgers
CRD#: 1043217
223 Mercer Street, Harmony, PA 16037

Gary Rodgers (CRD# 1043217) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 41 years of experience in the finance industry.

5
Mark Rodgers
CRD#: 865696
223 Mercer Street, Harmony, PA 16037

Mark Rodgers (CRD# 865696) is an Investment Advisor Representative working at Monongahela Capital Management in Harmony, PA and has over 7 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 11 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 29 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 33 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 over 4 years of experience in the finance industry.

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