Key facts
- Status: Acquired/Merged (Operating Subsidiary).
- ·Watchlist + deal alerts for Rodgers & Associates
- ·The full record, as it builds
Funding rounds
No funding rounds for Rodgers & Associates are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Rodgers & Associates
Provider of financial planning services for high-net-worth individuals seeking retirement independence. The firm offers investment management, social security guidance, estate planning, and healthcare advice, minimizing taxes, risk and expenses while protecting clients' wealth.
- Sector
- Financial Services
- HQ
- Lancaster, PA, United States
- Employees
- 26
- Website
- rodgers-associates.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
Rodgers & Associates doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Rodgers & Associates shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Rodgers & Associates in its N-PORT filings yet. We sweep new filings monthly.