Ag Financial, LLC

Ag Financial, LLC (CRD# 140226) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $102,800,000 in 554 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    554
    ACCOUNTS
  • Average Account Value
    $185,560
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX, UT

Financial Advisors at Ag Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gregory I. Oda
CRD#: 5011288
2825 East Cottonwood Parkway, Suite 500, Salt Lake City, UT 84121
93
Wealthminder
score

Gregory Oda (CRD# 5011288) is an Investment Advisor Representative working at Ag Financial, LLC in Salt Lake City, UT and has over 11 years of experience in the finance industry.

2
Aaron B. Graham
CRD#: 3167246
2825 East Cottonwood Parkway, Suite 500, Salt Lake City, UT 84121
83
Wealthminder
score

Aaron Graham (CRD# 3167246) is an Investment Advisor Representative working at Ag Financial, LLC in Salt Lake City, UT and has over 17 years of experience in the finance industry.

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