JM EGAN WEALTH ADVISORS, LLC

JM EGAN WEALTH ADVISORS, LLC of MADISON, NJ is an SEC-registered investment adviser (CRD 121134). Regulatory assets under management: $205.0M.

Registration

• CRD: 121134
• SEC file number: 801-69374
• Type: Registered investment adviser
• Location: 21 GREEN VILLAGE ROAD, MADISON, NJ, 07940
• Phone: 973-377-4700 EX 323
• Latest filing: 2016-03-18
• Regulatory AUM: $205.0M
• Discretionary AUM: $205.0M
• Clients: 4
• Accounts: 366

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121134 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search