Overview
Assets Under Management: $105 million
High-Net-Worth Clients: 13
Average Client Assets: $8.1 million
Frequently Asked Questions
AG GLOBAL ADVISORS 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 #155398), AG GLOBAL ADVISORS LLC is subject to fiduciary duty under federal law.
AG GLOBAL ADVISORS LLC serves 13 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, AG GLOBAL ADVISORS LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
AG GLOBAL ADVISORS LLC manages $105 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, AG GLOBAL ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 13
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $8.1 million
Total Client Accounts: 14
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 155398
Filing ID: 2069557
Last Filing Date: 2026-03-31 10:33:40