PAG FINANCIAL, LLC
Firm details
- Headquarters
- MORRISTOWN, New Jersey
- CRD number
- 307279
- Registered since
- October 29, 2020
- Website
- www.privateadvisorgroup.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JAMES PERHACS
Managing Director, Chief Operating OfficerCRD 4285685
ADAM SCHORR
Chief Financial OfficerCRD 5251324
Contacts
3 of 5JAMES SULLIVAN
Managing DirectorCRD 2550473
PATRICK SULLIVAN
Managing DirectorCRD 2401130
JOHN HYLAND
Co-FounderCRD 2098253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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