Overview
Assets Under Management: $175 million
Headquarters: MASSAPEQUA, NY
High-Net-Worth Clients: 74
Average Client Assets: $2 million
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