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 is recorded as an SEC-registered adviser since 2020. The firm is listed as a domestic entity with individual ownership and is categorized as unclassified in the provided dataset. It is not identified as a capital allocator, does not report being an active ESG investor, and is not characterized as a multistate or newly formed adviser. The dataset also indicates the firm does not serve as a pension consultant and has no listed related adviser relationships. Public filings and the supplied snapshot contain very limited operational detail: no client mix, fee schedules, business activities, or specific advisory services are documented in the materials provided. The firm likewise did not supply information about market positioning, target client segments, or investment philosophies in this dataset.
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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