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 SEC-registered (registration year 2020). The firm's ownership is listed as a mix of a domestic entity and an individual. The snapshot classifies the adviser as "Unclassified" and does not identify it as a capital allocator, pension consultant, related adviser, or multi-state adviser. There is no information in the record about the firm's specific advisory activities, client segments, fee structure, or business lines.
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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