Invested Better
Unclaimed

Unclaimed

Unclaimed

Aaron Joseph Fagan

Fagan Associates Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Aaron? Claim Your Profile

About Aaron Joseph Fagan

Aaron Joseph Fagan is an Investment Advisor Representative at Fagan Associates Inc. Aaron is a registered Investment Advisor in New York and Texas and has been in the industry since December 2011. Fagan Associates Inc. provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Aaron Fagan is currently registered with Fagan Associates Inc.. Fagan Associates Inc. is an investment advisor headquartered in Troy, NY. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm manages approximately $677.04 million in assets, with a significant portion of those assets under discretionary management.
Fagan Associates Inc.

767 HOOSICK ROAD

TROY, NY 12180

$677.04M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Aaron Fagan’s Registration & Firm History

NY

08/31/2021 - Present

Fagan Associates Inc. (TROY NY)

Not sure if Aaron Joseph Fagan is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Joseph Fagan.
Not sure if Aaron Joseph Fagan is right for you?