Rodgers Brothers, Inc.
● SEC registered since 2002CRD 16197SEC# 801-61034Harmony, PA
Reg. AUM
$1.04B
Employees
19
Accounts
1,070
Location
Harmony, PA
Rodgers Brothers, Inc. assets under management
Rodgers Brothers, Inc. is an investment advisory firm registered with the SEC based in Harmony, PA. The firm has been registered since 2002. It reports $1 billion in regulatory assets under management and employs 19 people.
Rodgers Brothers, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Freeman Keitner | Chief Compliance Officer | Under 5% | 2025 |
| Denise Ryan Rodgers | Director | Under 5% | 2018 |
| Gary Rodgers Control | Director | 25-50% | 1985 |
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Join to unlock · $37/moFrequently asked questions
How much does Rodgers Brothers, Inc. manage?
Rodgers Brothers, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Rodgers Brothers, Inc. have?
Rodgers Brothers, Inc. reports 19 employees.
Where is Rodgers Brothers, Inc. located?
Rodgers Brothers, Inc. is based in Harmony, PA and has been SEC-registered since 2002.
Does Rodgers Brothers, Inc. disclose fund performance?
Rodgers Brothers, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 223 Mercer Street, Harmony, PA 16037 |
| Phone | 724-473-4003 |
| Fax | 724-473-4050 |
| Office hours | 8:30-5:00, F 8:30-4:30 |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1397290 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.04B▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$1.04Bregulatory AUM
Discretionary $1.04B