PAG Financial, LLC

Broker-DealerFINRA Member
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 with ownership tied to both a domestic corporate entity and an individual. Publicly available snapshot data classifies the firm as unclassified and provides minimal detail about its business lines or client segments. The available record indicates the firm does not operate as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, nor is it recorded as a pension consultant or a related adviser. Filings and disclosures on business activities, advisory services, fee schedules and client types are not provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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

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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