AG FINANCIAL, LLC
Legal name: AG FINANCIAL
CRD #140226 SEC #801-66579 SALT LAKE CITY, UT 801-990-3470
SEC Registered
Total AUM
$105.3M
Discretionary
$104.9M
Employees
2
Clients
0
Accounts
418
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $105.3M | $104.9M | $438.9K | 2 | 0 |
| Mar 2024 | $105.4M | $104.6M | $766.5K | 2 | 0 |
| Oct 2023 | $103.7M | $100.7M | $3M | 2 | 0 |
| Mar 2023 | $103.7M | $100.7M | $3M | 2 | 0 |
| Mar 2022 | $110M | $105M | $5M | 2 | 0 |
| Feb 2021 | $103.3M | $91M | $12.3M | 2 | 1 |
| Jun 2020 | $104.1M | $99.1M | $5M | 2 | 1 |
| Jan 2020 | $104.1M | $99.1M | $5M | 2 | 1 |
| Nov 2019 | $100M | $95M | $5M | 2 | 1 |
| Jan 2019 | $100M | $95M | $5M | 2 | 1 |
| Jan 2018 | $111M | $106M | $5M | 2 | 0 |
| Mar 2017 | $111.3M | $107M | $4.3M | 2 | 200 |
| Feb 2016 | $102.8M | $100M | $2.8M | 2 | 200 |
| Feb 2015 | $101.8M | $100M | $1.8M | 2 | 200 |
| Mar 2014 | $101.8M | $100M | $1.8M | 2 | 200 |
| Feb 2014 | $101.8M | $100M | $1.8M | 2 | 200 |
| Mar 2013 | $96M | $95M | $1M | 2 | 26 |
| Mar 2012 | $90.5M | $90M | $500K | 1 | 26 |
| Mar 2012 | $90.5M | $90M | $500K | 1 | 26 |
| Apr 2011 | $101.1M | $100M | $1.1M | 5 | -- |
| Apr 2011 | $101.1M | $100M | $1.1M | 5 | -- |
| Apr 2011 | $101.1M | $100M | $1.1M | 5 | -- |
| Jul 2010 | $100M | $90M | $10M | 5 | -- |
| Jul 2009 | $80M | $80M | $0 | 5 | -- |
| Mar 2008 | $90M | $90M | $0 | 5 | -- |
| Nov 2007 | $50M | $50M | $0 | 5 | -- |
| Feb 2007 | $50M | $50M | $0 | 5 | -- |
DateFeb 2025
Total AUM$105.3M
Discretionary$104.9M
Non-Disc.$438.9K
Employees2
Clients0
DateMar 2024
Total AUM$105.4M
Discretionary$104.6M
Non-Disc.$766.5K
Employees2
Clients0
DateOct 2023
Total AUM$103.7M
Discretionary$100.7M
Non-Disc.$3M
Employees2
Clients0
DateMar 2023
Total AUM$103.7M
Discretionary$100.7M
Non-Disc.$3M
Employees2
Clients0
DateMar 2022
Total AUM$110M
Discretionary$105M
Non-Disc.$5M
Employees2
Clients0
DateFeb 2021
Total AUM$103.3M
Discretionary$91M
Non-Disc.$12.3M
Employees2
Clients1
DateJun 2020
Total AUM$104.1M
Discretionary$99.1M
Non-Disc.$5M
Employees2
Clients1
DateJan 2020
Total AUM$104.1M
Discretionary$99.1M
Non-Disc.$5M
Employees2
Clients1
DateNov 2019
Total AUM$100M
Discretionary$95M
Non-Disc.$5M
Employees2
Clients1
DateJan 2019
Total AUM$100M
Discretionary$95M
Non-Disc.$5M
Employees2
Clients1
DateJan 2018
Total AUM$111M
Discretionary$106M
Non-Disc.$5M
Employees2
Clients0
DateMar 2017
Total AUM$111.3M
Discretionary$107M
Non-Disc.$4.3M
Employees2
Clients200
DateFeb 2016
Total AUM$102.8M
Discretionary$100M
Non-Disc.$2.8M
Employees2
Clients200
DateFeb 2015
Total AUM$101.8M
Discretionary$100M
Non-Disc.$1.8M
Employees2
Clients200
DateMar 2014
Total AUM$101.8M
Discretionary$100M
Non-Disc.$1.8M
Employees2
Clients200
DateFeb 2014
Total AUM$101.8M
Discretionary$100M
Non-Disc.$1.8M
Employees2
Clients200
DateMar 2013
Total AUM$96M
Discretionary$95M
Non-Disc.$1M
Employees2
Clients26
DateMar 2012
Total AUM$90.5M
Discretionary$90M
Non-Disc.$500K
Employees1
Clients26
DateMar 2012
Total AUM$90.5M
Discretionary$90M
Non-Disc.$500K
Employees1
Clients26
DateApr 2011
Total AUM$101.1M
Discretionary$100M
Non-Disc.$1.1M
Employees5
Clients--
DateApr 2011
Total AUM$101.1M
Discretionary$100M
Non-Disc.$1.1M
Employees5
Clients--
DateApr 2011
Total AUM$101.1M
Discretionary$100M
Non-Disc.$1.1M
Employees5
Clients--
DateJul 2010
Total AUM$100M
Discretionary$90M
Non-Disc.$10M
Employees5
Clients--
DateJul 2009
Total AUM$80M
Discretionary$80M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$50M
Discretionary$50M
Non-Disc.$0
Employees5
Clients--