Rodgers & Associates

RIASEC RegisteredEst. 2003
Total AUM
$1.6B
Discretionary
$1.6B
100% of AUM
Avg account
$460K
Accounts
3,544
Employees
21
Advisory reps
14

Firm details

Headquarters
Lancaster, Pennsylvania
CRD number
121700
Registered since
July 3, 2003
Website
rodgers-associates.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI83.12%
  • Individuals16.31%
  • Charitable Organizations0.58%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rodgers & Associates is a privately held LLC that has been registered with the SEC since 2003. The firm serves both individual/family and institutional clients and provides financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based charges as well as hourly and fixed-fee engagements. Rodgers & Associates does not identify as an active ESG investor and is not registered as a multi-state or newly formed adviser. The firm maintains relationships across the financial services ecosystem, including broker-dealers, trust companies, insurance firms, and other investment advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 69%, Cash & Cash Equivalents 15%, Investment Grade Corp Bonds 10%, State & Local Bonds 3%, US Government Bonds 2%, Exchange Traded Equities 1%69%
  • Public Funds/Mutual Funds69%
  • Cash & Cash Equivalents15%
  • Investment Grade Corp Bonds10%
  • State & Local Bonds3%
  • US Government Bonds2%

Owners & executives

3 of 3
  • Sandra Skrodinsky

    Sandra Skrodinsky

    President and CEOCRD 2142216

  • Jessica Rodgers

    Jessica Rodgers

    CEO and FounderCRD 2075777

  • Rick Rodgers

    Rick Rodgers

    Founder & CEOCRD 1247022

Contacts

3 of 11
  • Patrick Carney

    Patrick Carney

    ManagerCRD 4933406

  • Susan Connors

    Susan Connors

    Director of OperationsCRD 4451255

  • Ashley Duff

    Ashley Duff

    Financial PlannerCRD 7329485

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 105

Active vs passive

$1.4B in ETFs

Passive

97%

$1.4B

Active

<1%

$36.2M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$86.9M398,8136.24%
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Location

Primary office

Lancaster, PA

Lancaster

Location

Lancaster, PA

Headquartered in Lancaster, PA, in the Northeast of the United States.

Region
Northeast
County
Lancaster
Address
2025 Lititz Pike
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth