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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AG Financial LLC
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|---|---|
| CRD # | 140226 |
| SEC # | 801-66579 |
| CIK # | 0001694325 |
| AUM | $105.3 M (2025-02-27) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 801-990-3470 |
| Address | 2825 East Cottonwood Parkway Salt Lake City, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 67.1 |
| (b) Individuals (high net worth individuals) | 13 | 21.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.4 |
| (h) Charitable organizations | 0 | 11.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 418 | 105.3 |
| By Discretionary | ||
| Discretionary | 397 | 104.9 |
| Non-Discretionary | 21 | 0.4 |
| Total | 418 | 105.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.3 | |
| Total | 418 | 105.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001694325] |
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