Julia
Polack
Rodgers Brothers, Inc
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About this Advisor
Julia Polack is a financial advisor who works in Harmony, Pennsylvania with 4 years of industry experience. Polack is on the advisory team at Rodgers Brothers, Inc. Over the course of their career, Polack has held roles at Lsg Sky Chefs and Northwestern Mutual Wealth Management Company. Polack has Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Pennsylvania. Rodgers Brothers, Inc is a business that has its headquarters in Harmony, PA. It has offices in two locations and a total of 17 financial advisors. It controls $673 million in assets under management between its 829 client accounts, making it one of the bigger firms in the country by assets under management. The firm provides services to six charitable organizations. Of its 829 client accounts, 51% are associated with high-net-worth investors who have at least $1 million in investable assets. The firm offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for investment companies. Fees for financial advice typically depend on which service is provided. However, fee types charged by Rodgers Brothers, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rodgers Brothers, Inc Brokerage Details
$672,882,553
17
829
$811,680
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
Julia Polack Work History
Julia has been registered as a financial advisor for 4 years.*
Northwestern Mutual Wealth Management Company
Lsg Sky Chefs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julia Polack to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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