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A.G. MORGAN FINANCIAL ADVISORS, LLC
CRD 173292 · SEC 801-80731
5260 MERRICK ROAD, MASSAPEQUA, NY, 11758, United States
Phone
516-798-1100
Fax
516-798-1134
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$174.6M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps; 387 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2024-03-26
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 313 | $43.9M |
| High net worth individuals | 74 | $130.6M |
States served
CO
All web addresses on file
Official SEC filing: View on IAPD