R.w. Roge & Company, Inc
● SEC registered since 1986CRD 104645SEC# 801-28012Bohemia, NY
Reg. AUM
$419.5M
Employees
9
Accounts
827
Location
Bohemia, NY
R.w. Roge & Company, Inc assets under management
R.w. Roge & Company, Inc is an investment advisory firm registered with the SEC based in Bohemia, NY. The firm has been registered since 1986. It reports $419.5 million in regulatory assets under management and employs 9 people.
R.w. Roge & Company, Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Michael Roge | Chief Investment Officer And Ceo | Over 75% | 2005 |
| Susan Jeanne Roge | Chief Compliance Officer | Under 5% | 2016 |
Frequently asked questions
How much does R.w. Roge & Company, Inc manage?
R.w. Roge & Company, Inc reports $419.5 million in regulatory assets under management on its Form ADV.
How many employees does R.w. Roge & Company, Inc have?
R.w. Roge & Company, Inc reports 9 employees.
Where is R.w. Roge & Company, Inc located?
R.w. Roge & Company, Inc is based in Bohemia, NY and has been SEC-registered since 1986.
Does R.w. Roge & Company, Inc disclose fund performance?
R.w. Roge & Company, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Corporate Drive, Suite 101, Bohemia, NY 11716 |
| Phone | 631-218-0077 |
| Fax | 631-218-0147 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$419.5M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$419.5Mregulatory AUM
Discretionary $395.2MNon-discretionary $24.2M