Ag Financial

Ag Financial (CRD# 140226) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $105,375,489 in 188 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2825 East Cottonwood Parkway, Suite 500, Salt Lake City, UT 84121
http://www.myagfinancial.com
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $560,508
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX, UT, WY

Financial Advisors at Ag Financial
Showing 1 - 2 of 2 top financial advisors.
1
Aaron Graham, financial advisor Salt Lake City UT
Aaron B. Graham
CRD#: 3167246
2825 East Cottonwood Parkway, Suite 500, Salt Lake City, UT 84121

Aaron Graham (CRD# 3167246) is an Investment Advisor Representative working at Ag Financial in Salt Lake City, UT and has over 25 years of experience in the finance industry.

2
Gregory Oda, financial advisor Salt Lake City UT
Gregory I. Oda
CRD#: 5011288
2825 East Cottonwood Parkway, Suite 500, Salt Lake City, UT 84121

Gregory Oda (CRD# 5011288) is an Investment Advisor Representative working at Ag Financial in Salt Lake City, UT and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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