Fagan Associates Inc
● SEC registered since 1996CRD 107562SEC# 801-50955Troy, NY
Reg. AUM
$940.7M
Employees
7
Accounts
3,144
Location
Troy, NY
Fagan Associates Inc assets under management
Fagan Associates Inc operates as an SEC-registered investment adviser based in Troy, NY. The firm has been registered since 1996. It reports $940.7 million in regulatory assets under management and employs 7 people.
Fagan Associates Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Joseph Fagan | Portfolio Manager And Client Associate | 10-25% | 2016 |
| Dennis Patrick Fagan Control | President, Chief Compliance Officer, And Portfolio Manager | Over 75% | 1989 |
Frequently asked questions
How much does Fagan Associates Inc manage?
Fagan Associates Inc reports $940.7 million in regulatory assets under management on its Form ADV.
How many employees does Fagan Associates Inc have?
Fagan Associates Inc reports 7 employees.
Where is Fagan Associates Inc located?
Fagan Associates Inc is based in Troy, NY and has been SEC-registered since 1996.
Does Fagan Associates Inc disclose fund performance?
Fagan Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 767 Hoosick Road, Troy, NY 12180 |
| Phone | (518) 279-1044 |
| Fax | (518) 279-1047 |
| Office hours | 8:30 a.m. - 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1607866 |
| Discloses disciplinary history | No |
Regulatory AUM
$940.7M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$940.7Mregulatory AUM
Discretionary $922.7MNon-discretionary $18M