JM EGAN WEALTH ADVISORS, LLC

MADISON, New Jersey·1 registered advisor·CRD# 121134

SEC# 801-69374973-377-4700 EX 323

Firm Overview

AUM

$205M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at JM EGAN WEALTH ADVISORS, LLC

1 registered advisor

John Mcnamara Egan

MADISON, New Jersey

CRD# 1747723

Office Locations

MADISON, New Jersey

1 advisor

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Data sourced from SEC Form ADV filings. JM EGAN WEALTH ADVISORS, LLC (CRD# 121134) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.