A.G. MORGAN FINANCIAL, LLC
CRD #134075 SEC #801-63957 MASSAPEQUA, NY 516-798-1100
SEC Registered
Total AUM
$88.6M
Discretionary
$36M
Employees
10
Clients
101
Accounts
1,089
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2009 | $88.6M | $36M | $52.6M | 10 | -- |
| Feb 2009 | $88.6M | $36M | $52.6M | 10 | -- |
| Jan 2008 | $77.3M | $77M | $350K | 10 | -- |
| Feb 2005 | $150M | $110M | $40M | 10 | -- |
DateMar 2009
Total AUM$88.6M
Discretionary$36M
Non-Disc.$52.6M
Employees10
Clients--
DateFeb 2009
Total AUM$88.6M
Discretionary$36M
Non-Disc.$52.6M
Employees10
Clients--
DateJan 2008
Total AUM$77.3M
Discretionary$77M
Non-Disc.$350K
Employees10
Clients--
DateFeb 2005
Total AUM$150M
Discretionary$110M
Non-Disc.$40M
Employees10
Clients--