JM EGAN WEALTH ADVISORS, LLC
CRD #121134 SEC #801-69374 MADISON, NJ 973-377-4700 EX 323
SEC Registered
Total AUM
$163.7M
Discretionary
$163.7M
Employees
5
Clients
251
Accounts
763
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 7, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| EGAN, JOHN, MCNAMARA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 7, 2016 REGISTERED
Notice Filings (8)
FL NC NH NJ NY PA TX VT
Address
21 GREEN VILLAGE ROADMADISON, NJ 07940
United States
Phone: 973-377-4700 EX 323