FAGAN ASSOCIATES INC

TROY, NY

(518) 279-1044

SEC #801-50955

Total AUM

$940.7M

Employees

Clients

1,800

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

767 HOOSICK ROAD
TROY
NY 12180
United States

Operating Hours

8:30 A.M. - 4:00 P.M.
Monday - Friday

Phone

(518) 279-1044

Financials

Total AUM

$940.7M

Accounts

3,144

Discretionary

$922.7M

Accounts

3,091

Non-Discretionary

$18M

Accounts

Clients

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Individual Clients

1,518

AUM

$369.1M

HNW Individual Clients

245

AUM

$538.2M

Pension/Profit Sharing Plan Clients

AUM

$13.1M

Charitable Organization Clients

AUM

$20.3M

Services

View ADV Part 2 brochures →

Services Offered

Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management

Compensation Types

Charges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

None reported

State Registrations

CACTFLGAMANCNHNJNYOHPARISCTNTXVAVT

Affiliates

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Affiliates

Reported 1 business affiliate.

Claimed Affiliates

Reported as an affiliate by 0 other businesses.