Roffman Miller Associates
Likely to Engage tag.Highly Engaged Employees

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1835 Market St Ste 500, Philadelphia, Pe...

Phone Number

(215) 981-1030

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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1

About Roffman Miller Associates

Roffman Miller Wealth Management is an independent fiduciary advisory firm based in Philadelphia, specializing in investment management and financial planning since 1990. The firm manages $3 billion in assets and operates on a fee-only basis, ensuring clients receive trustworthy advice. They primarily serve retirement-focused investors, including individuals and families who value long-term investment strategies. With a commitment to thoughtful guidance, Roffman Miller aims to build lasting partnerships with clients in managing their financial futures.Explore more
Roffman Miller Associates's Social MediaPopular SearchesRoffman Miller Associates IncRoffman MillerRoffman Miller Assoc IncRoffman Miller Associates, Inc.( RMASIC Code 62,628NAICS Code 52,523Show more

Roffman Miller Associates Org Chart

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Chief Investment Officer

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Senior Manager, Investment & Head of Fixed In...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Roffman Miller Associates

<$5M
1-10
Private
-
1990
MF
Mark FrombachChief Investment Officer
$5.5M
11-50
Private
-
1975
SS
Sarah StymusVice President, Financial Planning
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
-
PR
Patrick RickettsPrincipal Chief Operating Officer Chief Compliance Officer
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
1962
LD
Laura DavisChief Operating Officer
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Company Profile Activity

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Low Activity

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Activity Insights

Roffman Miller Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Roffman Miller Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Roffman Miller Associates.

Roffman Miller Associates Tech Stack

A closer look at the technologies used by Roffman Miller Associates

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Frequently Asked Questions Regarding Roffman Miller Associates

What is Roffman Miller Associates's official website?
Roffman Miller Associates's official website is www.roffmanmiller.com
What is Roffman Miller Associates's Revenue?
Roffman Miller Associates's revenue is <$5 Million
What is Roffman Miller Associates's SIC code?
Roffman Miller Associates's SIC: 62,628
What is Roffman Miller Associates's NAICS code?
Roffman Miller Associates's NAICS: 52,523
How many employees does Roffman Miller Associates have?
Roffman Miller Associates has 1-10 employees
What industry does Roffman Miller Associates belong to?
Roffman Miller Associates is in the industry of: Finance, Securities Trading
What is Roffman Miller Associates competition?
Roffman Miller Associates top competitors include: Eppolito Financial Strategies, Woodmont Investment Counsel, Ricketts Financial, Chronos Wealth Management
What technology does Roffman Miller Associates use?
Some of the popular technologies that Roffman Miller Associates uses are: Microsoft IIS, WordPress.org, Cloudflare CDN, New Relic Browser
How do I contact Roffman Miller Associates?
Roffman Miller Associates contact info: Phone number: (215) 981-1030 Website: www.roffmanmiller.com
What does Roffman Miller Associates do?

Roffman Miller Wealth Management is an independent fiduciary advisory firm based in Philadelphia, specializing in investment management and financial planning since 1990. The firm manages $3 billion in assets and operates on a fee-only basis, ensuring clients receive trustworthy advice. They primarily serve retirement-focused investors, including i... ndividuals and families who value long-term investment strategies. With a commitment to thoughtful guidance, Roffman Miller aims to build lasting partnerships with clients in managing their financial futures.Read More

What are Roffman Miller Associates social media links?
Roffman Miller Associates Linkedin page
Is Roffman Miller Associates a public company?
Roffman Miller Associates is private company therefore does not currently have an official ticker symbol
See more information about Roffman Miller Associates

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