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Fagan Associates

EST. AUM
$940,732,988

CONTACTS
2

CLIENT ACCOUNTS
3,144

Firm Details

Metro area Albany
CRD Number 107562
Website faganasset.com
Client types

Overview

Fagan Associates (Fagan Asset Management), located in Troy, NY, is a family-owned, fee-only Registered Investment Advisor founded in 1989. With over $600 million in assets under management, the firm focuses on custom, separately held portfolios at Charles Schwab, blending individual stocks, bonds, mutual funds, and ETFs to align with each client's unique objectives and tax considerations.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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