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A&G FINANCIAL MANAGEMENT, LLC
CRD 154561
3200 WEST END AVENUE, SUITE 500, NASHVILLE, TN, 37203, United States
Phone
615-783-1742
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.5M
Discretionary AUM
$23.5M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $16.5M |
| High net worth individuals | 5 | $7.0M |
All web addresses on file
Official SEC filing: View on IAPD