Fagan Associates Inc
Financial ServicesNew York, United States11-50 Employees
Fagan Associates Inc is a family-owned wealth management firm based in Troy, New York. With assets under management exceeding $600 million, the company serves clients by aligning investment decisions with the individuals’ broader goals and circumstances, emphasizing a personalized, people-centered approach to financial planning and portfolio management. Operating within the financial services industry, the firm positions itself to address the needs of investors seeking tailored guidance and long-term partnership to pursue their future aspirations. The company serves a diverse client base through its locally rooted operation, offering professional stewardship and individualized support. As a small to mid-size firm, it emphasizes client-first service and relationships, reflecting its family-owned origins and its focus on delivering steady, long-term investment outcomes in a competitive market. Fagan Associates is based in the New York region and maintains a presence in the financial services landscape through its website and disclosures. While the firm has engaged in public investment activities as noted in recent press coverage, its core business remains wealth management and financial planning for its clients.
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