A.G. MORGAN FINANCIAL ADVISORS, LLC
  • A.G. MORGAN FINANCIAL ADVISORS, LLC

Adviser Profile

As of Date 03/26/2024
Registration SEC, Approved, 01/05/2015
ADV Location MASSAPEQUA, NY, United States
Contact Info 516 xxxxxxx
Websites
AUM* 174,564,291 -20%
of that, discretionary 0 -100%
Number of Employees 3 -67%
of those in investment advisory functions 3 -63%
Private Fund GAV* 0
Avg Account Size 103,476 -9%
% High Net Worth 19.12% 62%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

175M 150M 125M 100M 75M 50M 25M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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