# AG Financial

AG Financial is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 140226
- **SEC file number:** 801-66579
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/140226

## About

AG FINANCIAL is an SEC-registered investment adviser in SALT LAKE CITY, UT, registered since 2006. The firm manages $103 million in regulatory assets under management on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Which sectors or asset classes does AG Financial invest in?

No sector preferences or asset-class allocations are publicly documented. Without disclosed portfolio companies, fund investments, or strategy commentary, the firm's investment focus remains entirely unknown to external observers.

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Last updated: 2026-07-06T01:24:10.893Z

Canonical page: https://altss.com/profile/ag-financial

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