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| AG Morgan Financial Advisors LLC
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|
|---|---|
| CRD # | 173292 |
| SEC # | 801-80731 |
| CIK # | |
| AUM | $217.3 MM (2023-03-31) |
| Employees | 9 (89% Investors, 11% Brokers) |
| Phone | 516-798-1100 |
| Address | 5260 Merrick Road Massapequa, NY 11758 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 612 | 120.4 |
| (b) Individuals (high net worth individuals) | 82 | 96.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,908 | 217.3 |
| By Discretionary | ||
| Discretionary | 993 | 81.2 |
| Non-Discretionary | 915 | 136.1 |
| Total | 1,908 | 217.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.3 | |
| Total | 1,908 | 217.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dependable Alternative Investments LLC
✚
|
CA | 0.2 |
|
Baugh & Associates LLC
✚
|
GA | 0.2 |
|
Adirondack Retirement Specialists Inc
✚
|
NY | 0.2 |
|
Interchange Capital Partners LLC
✚
|
PA | 0.2 |
|
Avondale Wealth Management LLC
✚
|
TX | 0.2 |
|
Piermont Wealth Management Inc
✚
|
NY | 0.2 |
|
O'Keefe Stevens Advisory Inc
✚
|
NY | 0.2 |
|
Tower View Investment Management & Research LLC
✚
|
WI | 0.2 |
|
Charter Research & Investment Group Inc
✚
|
CT | 0.2 |
|
SightLine Wealth Advisors LLC
✚
|
CT | 0.2 |