Rogers Investment Advisors, LLC

Overview

Rogers Investment Advisors, LLC is a state registered investment adviser based in Santa Clara, CA, registered since 2004. It reports $70.6M in assets under management across 12 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$70.6M

Discretionary

100%

Accounts

12

Average account

$5.9M

Employees

1

Advisory reps

1

Registered since

2004

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• High Net Worth Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Timothy Alan Rogers President, Manager CRD 1667862

Advisory reps 1 of 1

• Timothy Alan Rogers Investment Adviser Rep CRD 1667862

Location

Headquarters

2975 Bowers Ave Ste 107
Santa Clara, CA 95051

County

Santa Clara

Metro area

San Jose-Sunnyvale-Santa Clara, CA

Region

West

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: rogersadvisors.com

Every state, with registration dates

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