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Home > Retirement Planners > utah > sandy > NET WORTH ADVISORY GROUP, LLC
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 |
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