FAGAN ASSOCIATES INC

767 Hoosick Road
Troy, New York 12180
Tel: (518) 279-1044

About FAGAN ASSOCIATES INC

FAGAN ASSOCIATES INC, formally registered with the SEC as FAGAN ASSOCIATES INC. The firm was established in 03/06/1996. They have over 1 offices throughout the country.

FAGAN ASSOCIATES INC is a Troy, New York based Financial Planning firm with nearly $677,040,155 assets under management, offering retirement planning & investment advisory services to 1610 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107562
SEC#	801-50955
Assets Managed by Firm	$677,040,155
No. of Clients	1610
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1610	$677,040,155
Individuals (other than high net worth individuals)	1441	$361,495,484
High net worth individuals	139	$291,510,634
Pension and profit sharing plans	8	$9,511,680
Charitable organizations	22	$14,522,357

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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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