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AG FINANCIAL, LLC

Doing business as AG FINANCIAL. SEC Form ADV profile.

Total regulatory AUM
$103,463,706
Discretionary
$102,936,942
Non-discretionary
$526,764

Firm details

CRD number
140226
SEC file number
801-66579
Main office
SALT LAKE CITY, UT, United States
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.