# A.G. Morgan Financial Advisors

A.G. Morgan Financial Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 173292
- **SEC file number:** 801-80731
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/173292

## About

A.G. Morgan Financial Advisors, LLC is an SEC-registered investment adviser in Massapequa, NY, registered since 2015. The firm manages approximately $175 million in regulatory assets. It employs 3 employees and 3 investment advisers.

## Related profiles

- [Copiam Wealth Management](https://altss.com/profile/copiam-wealth-management-llc)
- [Oak Harvest Investment Services](https://altss.com/profile/oak-harvest-investment-services)

---

Last updated: 2026-07-06T01:24:10.893Z

Canonical page: https://altss.com/profile/ag-morgan-financial-advisors-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
