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A.g. Morgan Financial Advisors, LLC

A.g. Morgan Financial Advisors, LLC. CRD 173292

A

CRD: 173292

A.g. Morgan Financial Advisors, LLC

$174.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
3 Employees
774 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
TD Ameritrade
Clients
Retail
Platforms
--
Established Date
06-01-2014
Office Locations
1

Office Locations

5260 Merrick Road Massapequa NY

About A.g. Morgan Financial Advisors, LLC

A.G. Morgan Financial Advisors, LLC is a Massapequa, NY-based investment advisory firm serving retail clients, including entrepreneurs, with financial planning, asset management, and portfolio construction plus estate and insurance planning. Investment focus includes asset allocation and risk management across fixed income, real estate, natural resources, mutual funds, annuities, and private equity/private placements, with interest in socially responsible strategies. Custodies via TD Ameritrade.

Reported data analysis

What the numbers show

Between March 31, 2023 and March 26, 2024, reported AUM decreased 19.7%, from $217.3M to $174.6M.

Across 5 reported observations, AUM increased 2.9% between December 4, 2020 and March 26, 2024, from $169.7M to $174.6M.

Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.

The firm reports 3 advisory representatives and 774 clients, or 258 clients per representative. That equates to $225.5K in reported AUM per client.

The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 26, 2024. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$58.2M AVG AUM / ADVISOR
$225.5K AVG AUM / CLIENT
12.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
12yrs Firm Age

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Available data coverage

  • Asset Classes
  • Client Personas
  • Investment Themes
  • Investment Vehicles
  • Services

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Owner & Executives

V

VINCENT JEROME CAMARDA

Chairman, Chief Executive Officer, Financial Advisor, General Partner

CRD
#2463703
Ownership
75% or more
J

JAMES EDWARD MCARTHUR

Financial Advisor, General Partner, President

CRD
#2797856
Ownership
Less than 5%

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Contacts

No contact records available.

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-04-2020
03-29-2021
08-02-2022
03-31-2023
03-26-2024
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $174,564,291 $103,476
Total $174,564,291 $103,476

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Separately Managed Accounts

SMA allocation detail is available

A.g. Morgan Financial Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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