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 SEC-registered in 2020. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification in the dataset is "Unclassified," and the available fields indicate it is not serving as a capital allocator, is not an active ESG investor, and is not identified as a pension consultant or related adviser. The record also marks the firm as not being a multi-state adviser and not a newly formed adviser. The dataset does not include descriptions of the firm's advisory activities, fee arrangements, client segments, or investment strategy. Because those fields are blank in the record, there is no public information here about the markets, asset types, or client services PAG Financial emphasizes.

Assets & Accounts

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
  • Adam Schorr

    Adam Schorr

    Chief Financial OfficerCRD 5251324

  • James Perhacs

    James Perhacs

    Managing Director, Chief Operating OfficerCRD 4285685

Contacts

3 of 5
  • Sean Sullivan

    Sean Sullivan

    Legal CounselCRD 6017105

  • Patrick Sullivan

    Patrick Sullivan

    Managing DirectorCRD 2401130

  • John Hyland

    John Hyland

    Co-FounderCRD 2098253

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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