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Fagan Associates Inc
Troy, New York
4.6
5 Reviews
Fagan Associates Inc, based out of Troy, NY, is a reputable small investment advisory firm that serves a diverse client base. With over 1,570 individual clients, they manage an impressive $583,234,000 in assets. Fagan Associates Inc distinguishes itself in the industry by offering comprehensive investment advisory services, with a particular focus on employer 401Ks and individual accounts.
The firm's success can be attributed to their experienced team, consisting of five dedicated employees. Among them, two individuals provide expert investment advisory services, boasting an average of $291,620,000 in assets under management per ...see more
Assets Under Mgmt
$583.23M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Fagan Associates Inc
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