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AG FINANCIAL
Tel: 801-990-3470
2825 East Cottonwood Parkway Suite 500
Salt Lake City, Utah 84121
AG FINANCIAL
AG FINANCIAL is a Salt Lake City, Utah based financial advisory firm with nearly $105,332,451 in assets under management and provides investment advisory services for 418 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
140226
SEC#:
801-66579
No. of Clients:
418
Assets under Management
$105,332,451
No. of Advisors:
2
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