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AG FINANCIAL, LLC
AG FINANCIAL, LLC
SALT LAKE CITY, Utah
·
1 registered advisor
·
CRD# 140226
SEC# 801-66579
1
801-990-3470
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 Management
Retirement Planning
Wealth Management
04
Advisors at AG FINANCIAL, LLC
1 registered advisor
Aaron Brian Graham
SALT LAKE CITY, Utah
CRD# 3167246
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
.