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| AG Global Advisors LLC
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|
|---|---|
| CRD # | 155398 |
| SEC # | 801-71972 |
| CIK # | |
| AUM | $95.5 MM (2024-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 520-822-4709 |
| Address | 8112 E Robb Wash Trail Tucson, AZ 85715 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 15 | 95.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 95.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 15 | 95.5 |
| Total | 15 | 95.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 84.7 | |
| United States Persons | 10.8 | |
| Total | 15 | 95.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Berkshire Advisors Inc
✚
|
PA | 0.1 |
|
Castle Financial & Retirement Planning Associates Inc
✚
|
NJ | 0.1 |
|
Captial Advisor Network
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IN | 0.1 |
|
Beverly Investment Advisors LLC
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|
CA | 0.1 |
|
Roumell Asset Management LLC
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|
MD | 0.1 |
|
LPK Investment Group LLP
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|
NY | 0.1 |
|
Wiregrass Investment Management LLC
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|
GA | 0.1 |
|
Sundowner Capital Management LLC
✚
|
OR | 0.1 |
|
Clearview Investment Partners LLC
✚
|
CA | 0.1 |
|
Adirondack Research & Management Inc
✚
|
NY | 0.1 |