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Building 2A.G. MORGAN FINANCIAL ADVISORS, LLC

Map pinMASSAPEQUA, NY
Phone516-798-1100
NotebookSEC #801-80731
Total AUM
$174.6M
Employees
3
Clients
387

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
9AM - 5PM
Monday - Friday
Phone
516-798-1100
Other Offices
1

ReceiptFinancials

Total AUM
$174.6M
Accounts
1,687
Discretionary
$0
Accounts
0
Non-Discretionary
$174.6M
Accounts
1,687

ContactClients

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Individual Clients
313
AUM
$43.9M
HNW Individual Clients
74
AUM
$130.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Violation Finding
State Registrations
CACOCTFLNCNHNJNYPATX

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

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