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Rogan & Associates
Rogan & Associates is an SEC-registered investment adviser in Safety Harbor, FL, registered since 2009. The firm manages $710 million in assets.
Rogan & Associates
Rogan & Associates is an SEC-registered investment adviser in Safety Harbor, FL, registered since 2009. The firm manages $710 million in assets. It has 14 employees and 9 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Location
Region
North America
Country
United States
City
Safety Harbor
Corporate office
200 9th Avenue North, Suite 100, Safety Harbor, FL 34695, United States
Additional offices
Addison, TX, United States · Tampa, FL, United States · Lakewood Ranch, FL, United States
Principals
Michael Rogan
Founder
Sector focus
Frequently asked questions
Who makes the investment decisions at Rogan & Associates?
Michael Rogan, the firm's founder, is the only investment professional named publicly. The firm presents as a principal-led planning practice; it does not disclose a separate investment committee or CIO. Day-to-day advice and plan execution appear to flow through a team of planners that the firm describes as a veteran group with decades of industry experience.
Does Rogan & Associates manage proprietary funds or private investment vehicles?
No. There is no indication in firm materials of any pooled vehicle, hedge fund, venture fund, or direct real-estate syndication. It operates as a wealth-management and financial-planning practice that allocates client capital to external managers and insurance-based products rather than manufacturing its own investments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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