ROOF ADVISORY GROUP, INC.
ROOF ADVISORY GROUP, INC. of HARRISBURG, PA is an SEC-registered investment adviser (CRD 117969). Regulatory assets under management: $476.3M.
Registration
- CRD: 117969
- SEC file number: 801-62995
- Type: Registered investment adviser
- Location: 507 N. FRONT STREET, HARRISBURG, PA, 17101-1011
- Phone: 717-260-9281
- Latest filing: 2019-03-27
- Regulatory AUM: $476.3M
- Discretionary AUM: $444.1M
- Non-discretionary AUM: $32.1M
- Clients: 9
- Accounts: 239
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| ROOF JEFFREY ERDMAN | PRESIDENT | — |
| ROOF KEVIN SCOTT | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; COMPLIANCE OFFICER | — |
| MANNA RALPH E | CHIEF COMPLIANCE OFFICER | — |
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