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 an SEC-registered LLC that has operated since 2003 and serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses. Fee arrangements include asset-based fees, hourly charges, and fixed fees. Rodgers & Associates lists relationships with broker-dealers, other investment advisers, a trust company and an insurance company among its industry affiliations. The firm is not designated as an active ESG investor, is not a multi-state adviser, and is not described as a capital allocator in the source data.

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

    President and CEOCRD 2142216

  • JESSICA RODGERS

    CEO and FounderCRD 2075777

  • RICK RODGERS

    Founder & CEOCRD 1247022

Contacts

3 of 11

  • PATRICK CARNEY

    ManagerCRD 4933406

  • SUSAN CONNORS

    Director of OperationsCRD 4451255

  • 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 99

Active vs passive

$1.2B in ETFs

Passive

98%

$1.2B

Active

<1%

$29.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$80.1M408,3036.45%
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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