Rogerscasey, Inc. is a large advisory firm based in Darien. It manages $308.58 billion of regulatory assets for 118 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Arizona, Arkansas, California, and 30 other states.
Rogerscasey provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rogerscasey, Inc. is $308.58 billion. The firm's AUM has grown by 66982% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rogerscasey, Inc. for their services and products based on a percentage of assets under management, hourly charges, subscription fees, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kevin Robert Greene has been acting as President since 1 Mar 2002. John Ferrara joined the executive team most recently as the Chief Compliance Officer, And Chief Operating Officer.
The principal office where Rogerscasey, Inc. performs its advisory services is located at One Parklands Drive, Darien, CT 06820, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-656-5900 or by fax 203-656-5192. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.rogerscasey.com.