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- Custodian
- Charles Schwab & Company · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-28-1997
- Office Locations
- 1
Office Locations
About Rogan & Associates, Inc.
Rogan & Associates, Inc. is a veteran team of financial planners focused on practical, easy-to-manage plans that evolve with clients’ lives. The firm builds personal relationships to support goal planning, retirement and estate planning, and ongoing guidance through its “Why We Plan” market commentary. Investment approach emphasizes asset allocation and risk management, using vehicles such as mutual funds/ETFs and alternatives like real estate/private equity. Custody includes Charles Schwab. A distinctive touchpoint: client cruises with exclusive planning workshops led by the team.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL GERARD ROGAN
Chief Executive Officer, Chief Financial Officer, President
- CRD
- #1503029
- Ownership
- 75% or more
ANA ROUMENOVA CARTER
Chief Financial Officer, Finop
- CRD
- #4424794
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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DANIEL JAMES HUEHN
Financial Planner
- CRD
- #6453449
Blake Watson Kennedy
--
- CRD
- #6938074
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $709,555,265 | $478,459 |
| Non-Discretionary | $0 | -- |
| Total | $709,555,265 | $478,459 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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