PAG FINANCIAL, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
MORRISTOWN, New Jersey
CRD number
307279
Registered since
October 29, 2020

Firm profile

FINTRX

Overview

PAG Financial, LLC is registered as a limited liability company and has been SEC-registered since 2020. FINTRX classifies the firm as "unclassified" and notes the owner type as a mix of a domestic entity and an individual. The profile indicates the firm is not a capital allocator and does not identify itself as an active ESG investor. It is also not listed as a multi-state adviser, pension consultant, or related adviser. The firm did not provide details about its advisory services, client segments, fee schedules, or specific business activities in the source data. Those gaps limit visibility into the firm's market positioning, target clients, and service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JAMES PERHACS

    Managing Director, Chief Operating OfficerCRD 4285685

  • ADAM SCHORR

    Chief Financial OfficerCRD 5251324

Contacts

3 of 5
  • JAMES SULLIVAN

    Managing DirectorCRD 2550473

  • PATRICK SULLIVAN

    Managing DirectorCRD 2401130

  • JOHN HYLAND

    Co-FounderCRD 2098253

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MORRISTOWN, NJ

MORRIS

Location

MORRISTOWN, NJ

Headquartered in MORRISTOWN, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MORRIS
Address
305 Madison Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth