THE HAGGERTY INVESTMENT GROUP, LLC

THE HAGGERTY INVESTMENT GROUP, LLC of RIDGEWOOD, NJ is an SEC-registered investment adviser (CRD 167130). Regulatory assets under management: $27.6M.

Registration

• CRD: 167130
• Type: Registered investment adviser
• Location: 79 CHESTNUT STREET, RIDGEWOOD, NJ, 07450
• Phone: 201-447-0185
• Latest filing: 2026-03-30
• Regulatory AUM: $27.6M
• Discretionary AUM: $27.6M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Other.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167130 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search