THE MARTIN WORLEY GROUP

6965 Union Park Center
Suite 420
Cottonwood Heights, Utah 84047
Tel: 801-568-9788

About THE MARTIN WORLEY GROUP

THE MARTIN WORLEY GROUP, formally registered with the SEC as THE MARTIN WORLEY GROUP. The firm was established in 02/21/2014. They have over 2 offices throughout the country.

THE MARTIN WORLEY GROUP is a Cottonwood Heights, Utah based Financial Planning firm with nearly $312,531,214 assets under management, offering retirement planning & investment advisory services to 862 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169006
SEC#	801-79164
Assets Managed by Firm	$312,531,214
No. of Clients	862
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	862	$312,531,214
Individuals (other than high net worth individuals)	150	$43,162,428
High net worth individuals	113	$263,386,800
Charitable organizations	4	$5,821,687
Corporations or other businesses	2	$160,299

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WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

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