P. O'gorman, financial advisor Valley Cottage NY

P. O'gorman

CRD Number: 4562152
Current Firm: O'gorman Asset Management, Inc.

P. O'gorman (CRD# 4562152) is an Investment Advisor Representative working at O'gorman Asset Management, Inc. in Valley Cottage, NY and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
O'gorman Asset Management, Inc. Valley Cottage, NY Dec 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for P. J. O'gorman
Phone Number: 845-268-0055
Registered State(s):
  • NY
Current Firm Details
O'gorman Asset Management, Inc.
Firm's CRD Number: 129056
By the Numbers
  • Total Assets Under Management
    9
    MILLIONS
  • Total Number of Accounts
    14
    ACCOUNTS
  • Average Account Value
    $631,107
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NY

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