AG Morgan Financial Advisors LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

AG Morgan Financial Advisors LLC ✚
CRD #	173292
SEC #	801-80731
CIK #
AUM
Employees	3 (100% Investors, 0% Brokers)
Phone	516-798-1100
Address	5260 Merrick Road Massapequa, NY 11758
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	313	43.9
(b) Individuals (high net worth individuals)	74	130.6
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	1,687	174.6
By Discretionary
Discretionary	0	0.0
Non-Discretionary	1,687	174.6
Total	1,687	174.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		174.6
Total	1,687	174.6

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