Rogers Investment Advisors, LLC
Rogers Investment Advisors, LLC (CRD# 132722) is a financial advisory firm headquartered in Santa Clara, CA. They manage $43,405,109 in 28 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management43MILLION
Total Number of Accounts28ACCOUNTS
Average Account Value$1,550,182
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Timothy Rogers (CRD# 1667862) is an Investment Advisor Representative working at Rogers Investment Advisors, LLC in Palo Alto, CA and has over 30 years of experience in the finance industry.