R.W. Roge & Company, Inc
Firm details
- Headquarters
- Bohemia, New York
- CRD number
- 104645
- Registered since
- September 26, 1986
- Website
- www.rwroge.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI77.35%
- Individuals16.82%
- Pension & Profit Sharing Plans5.83%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
R.W. Roge & Company, Inc. is an independent, SEC-registered investment adviser (registered in 1986) that serves both individual/family and institutional clients. The firm is owned by an individual and charges fees based on a percentage of assets under management (with other fee arrangements also used). Core advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm has appeared on FA Magazine’s Top RIA Firms list (2020).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents4%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$275M in ETFs
81%
$223M
17%
$51.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $38.3M | 54,637 | 13.92% |
Location
Bohemia, NY
Suffolk
Location
Bohemia, NY
Headquartered in Bohemia, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Corporate Dr
- Time zone
- ET (UTC-5)
- Office locations
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