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A.G. MORGAN FINANCIAL ADVISORS, LLC
5260 Merrick Road
Massapequa, New York 11758
Tel: 516-798-1100
About A.G. MORGAN FINANCIAL ADVISORS, LLC
AG MORGAN FINANCIAL ADVISORS, LLC, formally registered with the SEC as AG MORGAN FINANCIAL ADVISORS, LLC. The firm was established in 01/05/2015. They have over 2 offices throughout the country.
A.G. MORGAN FINANCIAL ADVISORS, LLC is a Massapequa, New York based Financial Planning firm with nearly $174,564,291 assets under management, offering retirement planning & investment advisory services to 1687 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173292 |
| SEC# | 801-80731 |
| Assets Managed by Firm | $174,564,291 |
| No. of Clients | 1687 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1687 | $174,564,291 |
| Individuals (other than high net worth individuals) | 313 | $43,932,257 |
| High net worth individuals | 74 | $130,632,034 |
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