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AG FINANCIAL
2825 East Cottonwood Parkway
Suite 500
Salt Lake City, Utah 84121
Tel: 801-990-3470
About AG FINANCIAL
AG FINANCIAL, formally registered with the SEC as AG FINANCIAL. The firm was established in 04/19/2006. They have over 2 offices throughout the country.
AG FINANCIAL is a Salt Lake City, Utah based Financial Planning firm with nearly $105,332,451 assets under management, offering retirement planning & investment advisory services to 418 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140226 |
| SEC# | 801-66579 |
| Assets Managed by Firm | $105,332,451 |
| No. of Clients | 418 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 418 | $105,332,451 |
| Individuals (other than high net worth individuals) | 159 | $67,121,119 |
| High net worth individuals | 13 | $21,786,209 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,411,106 |
| Charitable organizations | Fewer than 5 clients | $11,324,017 |
| Corporations or other businesses | Fewer than 5 clients | $690,000 |
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