


Rogers Wealth Group
Investment Management • United States • 21-50 Employees
Company overview
| Headquarters | United States |
| Phone number | +18173340351 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Plan Design, Consulting, Wealth Transfer, Investment Consulting, Wealth Protection, Retirement Plans, Charitable Giving, Institutional Investing, Wealth Enhancement, Adminsitration, Esops/Ksops |
| Founded | 1973 |
| Employees | 21-50 |
| Socials |
Key Contacts at Rogers Wealth Group
Craig Rogers
Chief Executive Officer
Todd Thompson
Director Of Operations
Rogers Wealth Group Email Formats
Rogers Wealth Group uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@rogersco.com), used 58.8% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@rogersco.com | 58.8% |
{first initial} | j@rogersco.com | 17.6% |
{first name}{last name} | johndoe@rogersco.com | 17.6% |
{last name} | doe@rogersco.com | 5.9% |
About Rogers Wealth Group
In addition to comprehensive wealth management services, Rogers Wealth Group serves as investment manager and third party administrator for a wide range of retirement plans. These include 401(k) plans, defined benefit plans, 403(b) plans, 457 plans, ESOPs and KSOPS. In addition, Rogers Wealth Group serves as investment manager to foundations, endowments and corporate and personal trust accounts.
Rogers Wealth Group revenue & valuation
| Annual revenue | $15,500,000 |
| Revenue per employee | $617,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $49,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Rogers Wealth Group has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
Rogers Wealth Group has never raised funding before.
Rogers Wealth Group Tech Stack
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Frequently asked questions
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