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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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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