ROOF ADVISORY GROUP, INC.
CRD #117969 SEC #801-62995 HARRISBURG, PA 717-260-9281
SEC Registered
Total AUM
$476.3M
Discretionary
$444.1M
Employees
9
Clients
1
Accounts
239
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $476.3M | $444.1M | $32.1M | 9 | 0 |
| Mar 2018 | $471.3M | $433.2M | $38M | 8 | 0 |
| Mar 2017 | $426.1M | $393.5M | $32.7M | 8 | 200 |
| May 2016 | $401.9M | $381.1M | $20.9M | 8 | 200 |
| Mar 2016 | $401.9M | $381.1M | $20.9M | 8 | 200 |
| Apr 2015 | $388.2M | $386.3M | $1.9M | 7 | 200 |
| Mar 2014 | $329.2M | $327.4M | $1.8M | 6 | 200 |
| Apr 2013 | $262.6M | $261.3M | $1.3M | 6 | 180 |
| Mar 2013 | $262.6M | $261.3M | $1.3M | 6 | 180 |
| Mar 2012 | $225.6M | $190.1M | $35.5M | 1 | 140 |
| Mar 2011 | $184.9M | $183.8M | $1.1M | 5 | -- |
| Mar 2009 | $127.8M | $127M | $800K | 5 | -- |
| Mar 2008 | $114.3M | $110.5M | $3.8M | 5 | -- |
| Feb 2007 | $83.4M | $81.4M | $2M | 5 | -- |
| Mar 2006 | $67.8M | $66.1M | $1.7M | 5 | -- |
| Sep 2005 | $54.8M | $53.2M | $1.7M | 5 | -- |
| Mar 2004 | $40M | $39.2M | $788.2K | 5 | -- |
DateMar 2019
Total AUM$476.3M
Discretionary$444.1M
Non-Disc.$32.1M
Employees9
Clients0
DateMar 2018
Total AUM$471.3M
Discretionary$433.2M
Non-Disc.$38M
Employees8
Clients0
DateMar 2017
Total AUM$426.1M
Discretionary$393.5M
Non-Disc.$32.7M
Employees8
Clients200
DateMay 2016
Total AUM$401.9M
Discretionary$381.1M
Non-Disc.$20.9M
Employees8
Clients200
DateMar 2016
Total AUM$401.9M
Discretionary$381.1M
Non-Disc.$20.9M
Employees8
Clients200
DateApr 2015
Total AUM$388.2M
Discretionary$386.3M
Non-Disc.$1.9M
Employees7
Clients200
DateMar 2014
Total AUM$329.2M
Discretionary$327.4M
Non-Disc.$1.8M
Employees6
Clients200
DateApr 2013
Total AUM$262.6M
Discretionary$261.3M
Non-Disc.$1.3M
Employees6
Clients180
DateMar 2013
Total AUM$262.6M
Discretionary$261.3M
Non-Disc.$1.3M
Employees6
Clients180
DateMar 2012
Total AUM$225.6M
Discretionary$190.1M
Non-Disc.$35.5M
Employees1
Clients140
DateMar 2011
Total AUM$184.9M
Discretionary$183.8M
Non-Disc.$1.1M
Employees5
Clients--
DateMar 2009
Total AUM$127.8M
Discretionary$127M
Non-Disc.$800K
Employees5
Clients--
DateMar 2008
Total AUM$114.3M
Discretionary$110.5M
Non-Disc.$3.8M
Employees5
Clients--
DateFeb 2007
Total AUM$83.4M
Discretionary$81.4M
Non-Disc.$2M
Employees5
Clients--
DateMar 2006
Total AUM$67.8M
Discretionary$66.1M
Non-Disc.$1.7M
Employees5
Clients--
DateSep 2005
Total AUM$54.8M
Discretionary$53.2M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2004
Total AUM$40M
Discretionary$39.2M
Non-Disc.$788.2K
Employees5
Clients--