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Building 2A.G. MORGAN FINANCIAL, LLC

Map pinMASSAPEQUA, NY
Phone516-798-1100
NotebookSEC #801-63957
Total AUM
$88.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5260 MERRICK ROAD
MASSAPEQUA
NY 11758
United States
Operating Hours
9:00 A.M. - 8:00 P.M.
Monday - Friday
Phone
516-798-1100

ReceiptFinancials

Total AUM
$88.6M
Accounts
1,089
Discretionary
$36M
Accounts
600
Non-Discretionary
$52.6M
Accounts
489

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTDEFLMANJNVNYPA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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