P. O'Gorman
O'gorman Asset Management · Valley Cottage, New York
P. O'Gorman is a fee-only financial advisor at O'gorman Asset Management in Valley Cottage, New York. O'gorman Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | O'gorman Asset Management |
|---|---|
| Based in | Valley Cottage, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.6M across 31 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4562152 |
| Exams passed | Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
How P.'s firm compares
- O'gorman Asset Management's average account is about $341,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about P.
Is P. O'Gorman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: P. holds no broker registration, and O'gorman Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does P. charge for financial advice?
P.'s firm, O'gorman Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is P. O'Gorman based?
P. O'Gorman is based in Valley Cottage, New York.
Is P. O'Gorman registered with the SEC?
Yes. P. O'Gorman is registered as an investment adviser representative in NY (CRD 4562152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'gorman Asset Management manage?
O'gorman Asset Management reports $10.6M across 31 accounts in assets under management.
How do I contact P. O'Gorman?
Contact details aren't on file yet. Search for O'gorman Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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