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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-19-2006
- Office Locations
- 1
Office Locations
About AG Financial
AG Financial, LLC is a Salt Lake City-based wealth management and advisory firm focused on strategy-driven, personalized, long-term client relationships. The team provides financial and investment planning, including asset allocation and risk management, using ETFs, mutual funds and fixed income as core building blocks. Securities are offered through United Planners Financial Services, and client assets are custodied with Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
AARON BRIAN GRAHAM
Chief Compliance Officer, Founder, Managing Member, Principal
- CRD
- #3167246
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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GREGORY INOUYE ODA
Investment Advisory Representative
- CRD
- #5011288
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $102,936,942 | $242,205 |
| Non-Discretionary | $526,764 | $32,923 |
| Total | $103,463,706 | $234,612 |
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Separately Managed Accounts
Total SMA Asset: $103,463,706
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,181,516,736 | 20.8% |
| Equity - Exchange | $1,880,202,113 | 33.1% |
| Cash | $704,365,746 | 12.4% |
| Corporate - Investment Grade | $1,016,786,037 | 17.9% |
| U.S. Government/Agency | $897,498,290 | 15.8% |
| Total | $5,680,368,922 | 100.0% |