Rogers Investment Advisors, LLC
Rogers Investment Advisors, LLC (CRD# 132722) is a financial advisory firm headquartered in Santa Clara, CA. They manage $59,758,881 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Rogers Investment Advisors, LLC
By the Numbers
-
Total Assets Under Management60MILLION
-
Total Number of Accounts12ACCOUNTS
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Average Account Value$4,979,907
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Rogers Investment Advisors, LLC
1
Timothy Rogers (CRD# 1667862) is an Investment Advisor Representative working at Rogers Investment Advisors, LLC in Palo Alto, CA and has over 36 years of experience in the finance industry.
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