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THE HAGGERTY INVESTMENT GROUP, LLC
CRD 167130
79 CHESTNUT STREET, SUITE 101, RIDGEWOOD, NJ, 07450, United States
Phone
201-447-0185
Fax
201-447-4958
Registration
— (—)
Source
State registered
Total AUM
$27.6M
Discretionary AUM
$27.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; THIRD PARTY REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $27.6M |
Official SEC filing: View on IAPD