← Back to searchVisit website
FAGAN ASSOCIATES INC
CRD 107562 · SEC 801-50955
767 HOOSICK ROAD, TROY, NY, 12180, United States
Phone
(518) 279-1044
Fax
(518) 279-1047
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$940.7M
Discretionary AUM
$922.7M
Team
7 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1518 | $369.1M |
| High net worth individuals | 245 | $538.2M |
| Pension/profit sharing plans | 9 | $13.1M |
| Charitable organizations | 28 | $20.3M |
States served
VT, CA, GA, MA, NJ, NY, NC, OH, PA, RI, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD