$225.5K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
15 yrs Firm Age
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- Custodian
- American Funds · Capital Group · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-11-2011
- Office Locations
- 1
Office Locations
9701 Apollo Drive Suite 410 Largo MD
About E. Roger Financial Group
E. Roger Financial Group, LLC is a Maryland-registered RIA serving individuals and small business owners. The firm leads clients through a financial planning process covering goal setting, cash-flow analysis, risk management, and retirement, tax, and estate planning, and can deliver a written lifestyle financial plan. It also hosts regular retirement planning seminars and presents for organizations and employers.
Team overview
-- AVG AGE
$225.5K AVG AUM / ADVISOR
$225.5K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
E
EARL ROGER KING SR
COMPLIANCE OFFICER, Investment Advisor
- CRD
- #1652244
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $225,526 | -- |
| Total | $225,526 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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