A.G. MORGAN FINANCIAL ADVISORS, LLC
Tel: 516-798-1100 5260 Merrick Road Massapequa, New York 11758
About A.G. MORGAN FINANCIAL ADVISORS, LLC
A.G. MORGAN FINANCIAL ADVISORS, LLC is a Massapequa, New York based financial advisory firm with nearly $174,564,291 in assets under management and provides investment advisory services for 1687 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
173292
Firm SEC#:
801-80731
Assets Under Management:
$174,564,291
No. of Clients:
1687
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
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