Ag Wealth Management, Pllc

Ag Wealth Management, Pllc (CRD# 290273) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $5,019,762 in 42 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
455 E Eisenhower Pkwy, Suite 300, Ann Arbor, MI 48108
https://www.facebook.com/agwealthm/
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $119,518
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, NY

Financial Advisors at Ag Wealth Management, Pllc
Showing 1 - 1 of 1 top financial advisors.
1
As'ad Gourani, financial advisor Ann Arbor MI
As'ad Gourani
CRD#: 6867822
455 E Eisenhower Pkwy, Suite 300, Ann Arbor, MI 48108

As'ad Gourani (CRD# 6867822) is an Investment Advisor Representative working at Ag Wealth Management, Pllc in Ann Arbor, MI and has over 6 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals