Overview
Assets Under Management: $175 million
Headquarters: MASSAPEQUA, NY
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
A.G. MORGAN FINANCIAL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173292), A.G. MORGAN FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
A.G. MORGAN FINANCIAL ADVISORS, LLC is headquartered in MASSAPEQUA, NY.
A.G. MORGAN FINANCIAL ADVISORS, LLC serves 74 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, A.G. MORGAN FINANCIAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
A.G. MORGAN FINANCIAL ADVISORS, LLC manages $175 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, A.G. MORGAN FINANCIAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.83
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,687
Non-Discretionary Accounts: 1,687
Regulatory Filings
CRD Number: 173292
Last Filing Date: 2024-03-26 00:00:00
Website: https://agmorgan.net