NET WORTH ADVISORY GROUP, LLC

75 W. Towne Ridge Parkway
Suite 460
Sandy, Utah 84070
Tel: 801-566-6639

About NET WORTH ADVISORY GROUP, LLC

NET WORTH ADVISORY GROUP, LLC, formally registered with the SEC as NET WORTH ADVISORY GROUP, LLC. The firm was established in 03/06/2006. They have over 1 offices throughout the country.

NET WORTH ADVISORY GROUP, LLC is a Sandy, Utah based Financial Planning firm with nearly $632,116,727 assets under management, offering retirement planning & investment advisory services to 2700 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126983
SEC#	801-65548
Assets Managed by Firm	$632,116,727
No. of Clients	2700
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2700	$632,116,727
Individuals (other than high net worth individuals)	548	$183,785,297
High net worth individuals	188	$448,331,430

More Retirement Planning firms in Sandy, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
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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