← Tributary

AG FINANCIAL

SALT LAKE CITY, UT · CRD 140226 · IAPD ↗ · myagfinancial.com · 801-990-3470

$103.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2024 — AG FINANCIAL, LLC is now doing business as AG FINANCIAL.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.