O'GORMAN ASSET MANAGEMENT, INC.

O'GORMAN ASSET MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 129056). Regulatory assets under management: $10.6M.

Registration

• CRD: 129056
• Type: Registered investment adviser
• Phone: 845-268-0055
• Latest filing: 2026-03-04
• Regulatory AUM: $10.6M
• Discretionary AUM: $10.6M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129056 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search