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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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