CRD: 173292
A.g. Morgan Financial Advisors, LLC
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- 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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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