Roof Advisory Group, Inc.
Roof Advisory Group, Inc. (CRD# 117969) is a financial advisory firm headquartered in Harrisburg, PA. They manage $476,251,855 in 239 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management476MILLION
-
Total Number of Accounts239ACCOUNTS
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Average Account Value$1,992,686
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NH, PA
Financial Advisors at Roof Advisory Group, Inc.
No Advisor Found.
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