AG Financial
AG Financial is an SEC-registered mass-market adviser in Salt Lake City, UT with $103.5M assets under management (AUM, regulatory AUM), -2% over one year. See who owns AG Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140226, SEC 801-66579, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $103.5M (2026-02-20)
- Firm type
- Mass-Market Adviser
- Location
- Salt Lake City, UT
- Employees
- 2
- Clients
- 188
- CRD
- 140226
- Ownership
- GRAHAM, AARON, BRIAN
How much AUM does AG Financial have?
AG Financial reported $103.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns AG Financial?
Disclosed owners and executives of AG Financial include GRAHAM, AARON, BRIAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.