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WORTH ASSET MANAGEMENT
16660 Dallas Parkway
Suite 1000
Dallas, Texas 75248-2612
Tel: 469-257-5074
About WORTH ASSET MANAGEMENT
WORTH ASSET MANAGEMENT, formally registered with the SEC as WORTH ASSET MANAGEMENT. The firm was established in 07/01/2021. They have over 1 offices throughout the country.
WORTH ASSET MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $270,009,431 assets under management, offering retirement planning & investment advisory services to 344 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166970 |
| SEC# | 801-122206 |
| Assets Managed by Firm | $270,009,431 |
| No. of Clients | 344 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
- Other (PORTFOLIO MANAGEMENT FOR 401K)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 344 | $270,009,431 |
| Individuals (other than high net worth individuals) | 227 | $229,685,728 |
| High net worth individuals | 114 | $17,865,142 |
| Pension and profit sharing plans | 3 | $22,458,561 |
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