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$27.6M Total AUM
$27.6M Disc. AUM
-- 3Y CAGR
1 Employees
3 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Morgan Stanley · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-04-2013
- Office Locations
- 1
Office Locations
79 Chestnut Street Suite 101 Ridgewood NJ
About THE Haggerty Investment Group, LLC
THE Haggerty Investment Group, LLC is a Ridgewood-based RIA. The firm has been operating for 12 years. Managing $27.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$27.6M AVG AUM / ADVISOR
$9.2M AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
WILLIAM JOHN HAGGERTY
Founder, Managing Member
- CRD
- #4735718
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,640,519 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,640,519 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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