FAGAN ASSOCIATES INC
CRD #107562 SEC #801-50955 TROY, NY (518) 279-1044
SEC Registered
Total AUM
$801.6M
Discretionary
$801.6M
Employees
6
Clients
26
Accounts
2,950
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $801.6M | $801.6M | $0 | 6 | 0 |
| May 2025 | $801.6M | $801.6M | $0 | 6 | 0 |
| Mar 2025 | $801.6M | $801.6M | $0 | 6 | 0 |
| Jul 2024 | $677M | $677M | $0 | 5 | 0 |
| Feb 2024 | $677M | $677M | $0 | 5 | 0 |
| Mar 2023 | $583.2M | $581M | $2.3M | 5 | 0 |
| Jan 2023 | $667.5M | $665.1M | $2.4M | 6 | 0 |
| Oct 2022 | $667.5M | $665.1M | $2.4M | 6 | 0 |
| Aug 2022 | $667.5M | $665.1M | $2.4M | 6 | 0 |
| Mar 2022 | $667.5M | $665.1M | $2.4M | 6 | 0 |
| Aug 2021 | $555.2M | $554M | $1.1M | 4 | 0 |
| Mar 2021 | $555.2M | $554M | $1.1M | 4 | 0 |
| Nov 2020 | $459.6M | $458.8M | $759.7K | 5 | 0 |
| Jun 2020 | $459.6M | $458.8M | $759.7K | 5 | 0 |
| Mar 2020 | $459.6M | $458.8M | $759.7K | 5 | 0 |
| Oct 2019 | $384.1M | $383.6M | $515.5K | 5 | 0 |
| Aug 2019 | $384.1M | $383.6M | $515.5K | 5 | 0 |
| Mar 2019 | $384.1M | $383.6M | $515.5K | 5 | 0 |
| Nov 2018 | $370.1M | $369.5M | $603K | 5 | 0 |
| Sep 2018 | $370.1M | $369.5M | $603K | 5 | 0 |
| Aug 2018 | $370.1M | $369.5M | $603K | 5 | 0 |
| Jun 2018 | $370.1M | $369.5M | $603K | 5 | 0 |
| Apr 2018 | $370.1M | $369.5M | $603K | 5 | 0 |
| Mar 2018 | $370.1M | $369.5M | $603K | 5 | 0 |
| Mar 2017 | $319.7M | $319M | $695K | 5 | 1,100 |
| Mar 2016 | $279.6M | $279.1M | $507.4K | 5 | 1,960 |
| Nov 2015 | $264.4M | $263.9M | $494K | 5 | 1,700 |
| Mar 2015 | $264.4M | $263.9M | $494K | 5 | 1,700 |
| Aug 2014 | $227M | $225.2M | $1.7M | 5 | 1,600 |
| Mar 2014 | $227M | $225.2M | $1.7M | 5 | 1,600 |
| Mar 2014 | $227M | $225.2M | $1.7M | 5 | 1,600 |
| Mar 2013 | $179.5M | $177.9M | $1.6M | 4 | 1,545 |
| Feb 2012 | $155.2M | $153.5M | $1.7M | 1 | 1,400 |
| Nov 2011 | $135.3M | $2.8M | $132.5M | 1 | 1,400 |
| Mar 2011 | $135.3M | $2.8M | $132.5M | 5 | -- |
| Oct 2010 | $112.7M | $111M | $1.7M | 5 | -- |
| Jan 2010 | $112.7M | $111M | $1.7M | 5 | -- |
| Mar 2009 | $92.7M | $91M | $1.7M | 5 | -- |
| Mar 2008 | $120.6M | $118.3M | $2.4M | 5 | -- |
| Mar 2007 | $109.6M | $107.4M | $2.2M | 5 | -- |
| Mar 2004 | $104.2M | $100.6M | $3.6M | 5 | -- |
| Mar 2002 | $110.6M | $104.9M | $5.7M | 5 | -- |
DateJul 2025
Total AUM$801.6M
Discretionary$801.6M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$801.6M
Discretionary$801.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$801.6M
Discretionary$801.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$677M
Discretionary$677M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$583.2M
Discretionary$581M
Non-Disc.$2.3M
Employees5
Clients0
DateJan 2023
Total AUM$667.5M
Discretionary$665.1M
Non-Disc.$2.4M
Employees6
Clients0
DateOct 2022
Total AUM$667.5M
Discretionary$665.1M
Non-Disc.$2.4M
Employees6
Clients0
DateAug 2022
Total AUM$667.5M
Discretionary$665.1M
Non-Disc.$2.4M
Employees6
Clients0
DateMar 2022
Total AUM$667.5M
Discretionary$665.1M
Non-Disc.$2.4M
Employees6
Clients0
DateAug 2021
Total AUM$555.2M
Discretionary$554M
Non-Disc.$1.1M
Employees4
Clients0
DateMar 2021
Total AUM$555.2M
Discretionary$554M
Non-Disc.$1.1M
Employees4
Clients0
DateNov 2020
Total AUM$459.6M
Discretionary$458.8M
Non-Disc.$759.7K
Employees5
Clients0
DateJun 2020
Total AUM$459.6M
Discretionary$458.8M
Non-Disc.$759.7K
Employees5
Clients0
DateMar 2020
Total AUM$459.6M
Discretionary$458.8M
Non-Disc.$759.7K
Employees5
Clients0
DateOct 2019
Total AUM$384.1M
Discretionary$383.6M
Non-Disc.$515.5K
Employees5
Clients0
DateAug 2019
Total AUM$384.1M
Discretionary$383.6M
Non-Disc.$515.5K
Employees5
Clients0
DateMar 2019
Total AUM$384.1M
Discretionary$383.6M
Non-Disc.$515.5K
Employees5
Clients0
DateNov 2018
Total AUM$370.1M
Discretionary$369.5M
Non-Disc.$603K
Employees5
Clients0
DateSep 2018
Total AUM$370.1M
Discretionary$369.5M
Non-Disc.$603K
Employees5
Clients0
DateAug 2018
Total AUM$370.1M
Discretionary$369.5M
Non-Disc.$603K
Employees5
Clients0
DateJun 2018
Total AUM$370.1M
Discretionary$369.5M
Non-Disc.$603K
Employees5
Clients0
DateApr 2018
Total AUM$370.1M
Discretionary$369.5M
Non-Disc.$603K
Employees5
Clients0
DateMar 2018
Total AUM$370.1M
Discretionary$369.5M
Non-Disc.$603K
Employees5
Clients0
DateMar 2017
Total AUM$319.7M
Discretionary$319M
Non-Disc.$695K
Employees5
Clients1,100
DateMar 2016
Total AUM$279.6M
Discretionary$279.1M
Non-Disc.$507.4K
Employees5
Clients1,960
DateNov 2015
Total AUM$264.4M
Discretionary$263.9M
Non-Disc.$494K
Employees5
Clients1,700
DateMar 2015
Total AUM$264.4M
Discretionary$263.9M
Non-Disc.$494K
Employees5
Clients1,700
DateAug 2014
Total AUM$227M
Discretionary$225.2M
Non-Disc.$1.7M
Employees5
Clients1,600
DateMar 2014
Total AUM$227M
Discretionary$225.2M
Non-Disc.$1.7M
Employees5
Clients1,600
DateMar 2014
Total AUM$227M
Discretionary$225.2M
Non-Disc.$1.7M
Employees5
Clients1,600
DateMar 2013
Total AUM$179.5M
Discretionary$177.9M
Non-Disc.$1.6M
Employees4
Clients1,545
DateFeb 2012
Total AUM$155.2M
Discretionary$153.5M
Non-Disc.$1.7M
Employees1
Clients1,400
DateNov 2011
Total AUM$135.3M
Discretionary$2.8M
Non-Disc.$132.5M
Employees1
Clients1,400
DateMar 2011
Total AUM$135.3M
Discretionary$2.8M
Non-Disc.$132.5M
Employees5
Clients--
DateOct 2010
Total AUM$112.7M
Discretionary$111M
Non-Disc.$1.7M
Employees5
Clients--
DateJan 2010
Total AUM$112.7M
Discretionary$111M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2009
Total AUM$92.7M
Discretionary$91M
Non-Disc.$1.7M
Employees5
Clients--
DateMar 2008
Total AUM$120.6M
Discretionary$118.3M
Non-Disc.$2.4M
Employees5
Clients--
DateMar 2007
Total AUM$109.6M
Discretionary$107.4M
Non-Disc.$2.2M
Employees5
Clients--
DateMar 2004
Total AUM$104.2M
Discretionary$100.6M
Non-Disc.$3.6M
Employees5
Clients--
DateMar 2002
Total AUM$110.6M
Discretionary$104.9M
Non-Disc.$5.7M
Employees5
Clients--