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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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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

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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