A&G Financial Management, LLC

Overview

A&G Financial Management, LLC is a small, independently owned registered investment adviser organized as an LLC and structured to serve individual and family clients. The firm charges fees based on a percentage of assets under management and focuses on traditional advisory work: financial planning and discretionary portfolio management for individuals, small businesses, and other business or institutional clients. It is not positioned as a capital allocator or pension consultant, does not market itself as an ESG investor, and operates as a single-state adviser under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives