AG Global Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AG Global Advisors LLC provides tailored investment advisory and portfolio management services primarily to non‑U.S. individual clients with investable assets generally above $5 million. The firm acts on a non‑discretionary basis, submitting trade recommendations for client approval, and manages approximately $104.7 million for a small client base while not taking custody of client assets.
The adviser does not limit its advice to a particular investment style and customizes recommendations to each client’s circumstances, typically charging a percentage‑of‑AUM fee rather than performance‑based fees. Account reviews and reporting are handled on a client‑requested basis, and the firm’s Code of Ethics and trade policies govern personal trading and conflicts of interest.
What is distinctive about the firm is its predominantly non‑U.S. client focus and the use of referral arrangements with non‑U.S. custodial or advisory firms (including a disclosed nonexclusive referral agreement with de Pury Pictet Turrettini & Cie SA). The sole principal’s prior role leading Morgan Stanley Private Wealth Management Latin America, together with a single‑advisor structure managing over $100 million, underscores an emphasis on high‑net‑worth international clients and largely non‑discretionary relationships.
Client services
Expertise
Demographic focus
Fee options
0.45% annually
Account minimum: $5,000,000
Main office
Tucson AZ
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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