AG FINANCIAL, LLC

SALT LAKE CITY, Utah·1 registered advisor·CRD# 140226
SEC# 801-665791801-990-3470
01

Firm Overview

AUM
$105M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at AG FINANCIAL, LLC

1 registered advisor
Aaron Brian Graham
SALT LAKE CITY, Utah
05

Office Locations

SALT LAKE CITY, Utah
1 advisor

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Data sourced from SEC Form ADV filings. AG FINANCIAL, LLC (CRD# 140226) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.