Overview
Assets Under Management: $105 million
Headquarters: SALT LAKE CITY, UT
High-Net-Worth Clients: 31
Average Client Assets: $1.8 million
Frequently Asked Questions
AG FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140226), AG FINANCIAL, LLC is subject to fiduciary duty under federal law.
AG FINANCIAL, LLC is headquartered in SALT LAKE CITY, UT.
AG FINANCIAL, LLC serves 31 high-net-worth clients according to their SEC filing dated March 07, 2024. View client details ↓
According to their SEC Form ADV, AG FINANCIAL, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
AG FINANCIAL, LLC manages $105 million in client assets according to their SEC filing dated March 07, 2024.
According to their SEC Form ADV, AG FINANCIAL, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.24%
Average Client Assets: $1.8 million
Total Client Accounts: 188
Discretionary Accounts: 174
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 140226
Filing ID: 1833370
Last Filing Date: 2024-03-07 17:54:00