Fagan Associates Inc

Overview

Fagan Associates Inc is an SEC registered investment adviser based in Troy, NY, registered since 1996. It reports $941M in assets under management across 3,144 accounts, with 7 employees. It has 3 investment adviser representatives.

Reported AUM

$941M

Discretionary

98%

Accounts

3,144

Average account

$299K

Employees

7

Advisory reps

3

Registered since

1996

Jurisdictions

17

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Dennis Patrick Fagan President, Chief Compliance Officer CRD 1372863
• Aaron Joseph Fagan Ia Representative CRD 7405070

Advisory reps 3 of 3

• Aaron Joseph Fagan Investment Adviser Rep CRD 7405070
• Dennis Patrick Fagan Investment Adviser Rep CRD 1372863
• Douglas W Keenholts Insurance Agent · Investment Adviser Rep CRD 6267288

Location

Headquarters

767 Hoosick Rd
Troy, NY 12180

County

Rensselaer

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 17 jurisdictions
• Website: faganasset.com

Every state, with registration dates

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