Ag Financial, LLC
Ag Financial, LLC (CRD# 140226) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $111,000,000 in 482 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management111MILLION
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Total Number of Accounts482ACCOUNTS
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Average Account Value$230,290
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

Registered Investment Advisor
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, WA, WY
Financial Advisors at Ag Financial, LLC
1
Gregory Oda (CRD# 5011288) is an Investment Advisor Representative working at Ag Financial, LLC in Salt Lake City, UT and has over 12 years of experience in the finance industry.
2
Aaron Graham (CRD# 3167246) is an Investment Advisor Representative working at Ag Financial, LLC in Salt Lake City, UT and has over 19 years of experience in the finance industry.
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