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 organized as a limited liability company and has been SEC-registered since 2020. The firm is owned by a combination of a domestic entity and an individual and is classified in the data as unclassified. The firm has not provided details about its client segments, fee arrangements, or specific advisory and business activities. Data points indicate PAG Financial does not identify as an active ESG investor, is not a capital allocator, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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 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
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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