CRD: 299876
Rohr Capital Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-26-2018
- Office Locations
- 1
Office Locations
About Rohr Capital Management
Rohr Capital Management is a Parkersburg, WV wealth advisory firm providing financial planning and investment management, including retirement, insurance, and estate planning. The team starts with a complimentary consultation, builds custom portfolios, and tracks progress through regular reviews and frequent account adjustments. As a fiduciary custodied with Charles Schwab, managed portfolios are largely implemented with ETFs.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
TAJ ZACHARY ROHR
Broker, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5835877
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ashley Elizabeth Boggs
--
- CRD
- #7626749
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,085,247 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,085,247 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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