Top financial advisors in Bohemia, NY
We’ve curated a list of the best financial advisors in Bohemia, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$273,258,159
Number of advisors
9 advisors
| $273,258,159 | 9 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bohemia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bohemia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
R.w. Roge & Company, Inc
R.w. Roge & Company, Inc is a financial advisory firm based in Bohemia, New York. It currently has approximately $273,258,159 of assets under management and employs about 9 people. R.w. Roge & Company, Inc uses a fee structure of a percentage of assets under your management and initial one-time contract fee.
$273,258,159 under management
9 advisors
Fee structure
A percentage of assets under your management
INITIAL ONE-TIME CONTRACT FEE
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Bohemia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Bohemia. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.