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 registered with the SEC since 2020. Public data classifies the firm as "Unclassified" and identifies its ownership as a mix of a domestic entity and an individual. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Several typical profile fields—client mix, fee schedule, business activities and advisory offerings—are not provided in the available records.

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

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