A.G. MORGAN FINANCIAL ADVISORS, LLC
CRD #173292 SEC #801-80731 MASSAPEQUA, NY 516-798-1100
SEC Registered Disclosures
Total AUM
$174.6M
Discretionary
$0
Employees
3
Clients
251
Accounts
1,687
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $174.6M | $0 | $174.6M | 3 | 387 |
| Mar 2023 | $217.3M | $81.2M | $136.1M | 9 | 0 |
| Aug 2022 | $217.3M | $81.2M | $136.1M | 10 | 0 |
| Apr 2022 | $217.3M | $81.2M | $136.1M | 10 | 0 |
| Mar 2022 | $217.3M | $81.2M | $136.1M | 10 | 0 |
| Jan 2022 | $147.6M | $49.7M | $97.8M | 10 | 0 |
| Mar 2021 | $147.6M | $49.7M | $97.8M | 10 | 0 |
| Dec 2020 | $169.7M | $133.2M | $36.5M | 10 | 0 |
| Sep 2020 | $169.7M | $133.2M | $36.5M | 10 | 0 |
| Jun 2020 | $157M | $100M | $57M | 9 | 0 |
| Mar 2020 | $157M | $100M | $57M | 9 | 0 |
| Apr 2019 | $151M | $144M | $7M | 8 | 0 |
| Mar 2019 | $151M | $144M | $7M | 8 | 0 |
| Mar 2019 | $151M | $144M | $7M | 8 | 0 |
| Apr 2018 | $163.1M | $153.5M | $9.6M | 9 | 1,200 |
| Apr 2018 | $163.1M | $153.5M | $9.6M | 9 | 1,200 |
| Jan 2018 | $150.7M | $148.9M | $1.9M | 11 | 1,400 |
| Mar 2017 | $150.7M | $148.9M | $1.9M | 11 | 1,400 |
| Mar 2016 | $141.2M | $136.5M | $4.7M | 11 | 1,400 |
| May 2015 | $160M | $160M | $0 | 11 | 0 |
| Dec 2014 | $0 | $0 | $0 | 11 | 0 |
DateMar 2024
Total AUM$174.6M
Discretionary$0
Non-Disc.$174.6M
Employees3
Clients387
DateMar 2023
Total AUM$217.3M
Discretionary$81.2M
Non-Disc.$136.1M
Employees9
Clients0
DateAug 2022
Total AUM$217.3M
Discretionary$81.2M
Non-Disc.$136.1M
Employees10
Clients0
DateApr 2022
Total AUM$217.3M
Discretionary$81.2M
Non-Disc.$136.1M
Employees10
Clients0
DateMar 2022
Total AUM$217.3M
Discretionary$81.2M
Non-Disc.$136.1M
Employees10
Clients0
DateJan 2022
Total AUM$147.6M
Discretionary$49.7M
Non-Disc.$97.8M
Employees10
Clients0
DateMar 2021
Total AUM$147.6M
Discretionary$49.7M
Non-Disc.$97.8M
Employees10
Clients0
DateDec 2020
Total AUM$169.7M
Discretionary$133.2M
Non-Disc.$36.5M
Employees10
Clients0
DateSep 2020
Total AUM$169.7M
Discretionary$133.2M
Non-Disc.$36.5M
Employees10
Clients0
DateJun 2020
Total AUM$157M
Discretionary$100M
Non-Disc.$57M
Employees9
Clients0
DateMar 2020
Total AUM$157M
Discretionary$100M
Non-Disc.$57M
Employees9
Clients0
DateApr 2019
Total AUM$151M
Discretionary$144M
Non-Disc.$7M
Employees8
Clients0
DateMar 2019
Total AUM$151M
Discretionary$144M
Non-Disc.$7M
Employees8
Clients0
DateMar 2019
Total AUM$151M
Discretionary$144M
Non-Disc.$7M
Employees8
Clients0
DateApr 2018
Total AUM$163.1M
Discretionary$153.5M
Non-Disc.$9.6M
Employees9
Clients1,200
DateApr 2018
Total AUM$163.1M
Discretionary$153.5M
Non-Disc.$9.6M
Employees9
Clients1,200
DateJan 2018
Total AUM$150.7M
Discretionary$148.9M
Non-Disc.$1.9M
Employees11
Clients1,400
DateMar 2017
Total AUM$150.7M
Discretionary$148.9M
Non-Disc.$1.9M
Employees11
Clients1,400
DateMar 2016
Total AUM$141.2M
Discretionary$136.5M
Non-Disc.$4.7M
Employees11
Clients1,400
DateMay 2015
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees11
Clients0
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0