SEC Form ADV

AG FINANCIAL

Firm profile: AG Financial Solutions — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserUT
$103.5M
Assets Under Management
441
Total Clients
2
Employees
Get LP Contact Details

Registration Details

Accession
CRD-140226
Location
SALT LAKE CITY, UT
Filing Date
February 20, 2026
AUM
$103.5M
Total Clients
441
Institutional Clients
13
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

AG FINANCIAL is a registered investment adviser headquartered in SALT LAKE CITY, UT, managing approximately $103.5M in assets across 441 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.