SEC Form ADV

AG FINANCIAL

Registered Investment AdviserUT
$103.5M
Assets Under Management
441
Total Clients
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Registration Details

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

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.