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 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

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

    James Perhacs

    Managing Director, Chief Operating OfficerCRD 4285685

  • Adam Schorr

    Adam Schorr

    Chief Financial OfficerCRD 5251324

Contacts

3 of 5
  • James Sullivan

    James Sullivan

    Managing DirectorCRD 2550473

  • Patrick Sullivan

    Patrick Sullivan

    Managing DirectorCRD 2401130

  • John Hyland

    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