Investment adviser · CRD 121134

JM EGAN WEALTH ADVISORS, LLC

Investment adviser filing (IA)

MADISON, NJ, United States · Form ADV filed Mar 18, 2016

Regulatory AUM
$205M
Form ADV · Item 5.F
Client accounts
366
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 18, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

21 GREEN VILLAGE ROAD
MADISON, NJ, 07940, United States

CRD 121134

Filing source

Form ADV 973782 · Mar 18, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.