Fagan Associates Inc.

Fagan Associates Inc. (CRD# 107562) is a financial advisory firm headquartered in Troy, NY. They manage $677,040,155 in 1,610 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
767 Hoosick Road, Troy, NY 12180
https://www.linkedin.com/company/fagan-associates-inc/
By the Numbers
  • Total Assets Under Management
    677
    MILLION
  • Total Number of Accounts
    1,610
    ACCOUNTS
  • Average Account Value
    $420,522
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
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, MA, NC, NH, NY, OH, PA, RI, SC, TN, TX, VA, VT

Financial Advisors at Fagan Associates Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Dennis Fagan, financial advisor Troy NY
Dennis P. Fagan
CRD#: 1372863
767 Hoosick Road, Troy, NY 12180

Dennis Fagan (CRD# 1372863) is an Investment Advisor Representative working at Fagan Associates Inc. in Troy, NY and has over 37 years of experience in the finance industry.

2
Aaron Fagan, financial advisor Troy NY
Aaron J. Fagan
CRD#: 7405070
767 Hoosick Road, Troy, NY 12180

Aaron Fagan (CRD# 7405070) is an Investment Advisor Representative working at Fagan Associates Inc. in Troy, NY and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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