CRD: 173292
A.g. Morgan Financial Advisors, LLC
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Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2014
- Office Locations
- 1
Office Locations
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
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
VINCENT JEROME CAMARDA
Chairman, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2463703
- Ownership
- 75% or more
JAMES EDWARD MCARTHUR
Financial Advisor, General Partner, President
- CRD
- #2797856
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| 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.