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Building 2THE HIGH NET WORTH ADVISORY GROUP, LLC

Map pinNAPLES, FL
Phone1-866-906-2325
NotebookSEC #801-119234
Total AUM
$861.7M
Employees
9
Clients
426

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8880 TAMIAMI TRAIL NORTH
NAPLES
FL 34108
United States
Operating Hours
8:30 AM TO 5:00 PM EST
Monday - Friday
Phone
1-866-906-2325

ReceiptFinancials

Total AUM
$861.7M
Accounts
1,119
Discretionary
$821.6M
Accounts
1,076
Non-Discretionary
$40.1M
Accounts
43

ContactClients

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Individual Clients
329
AUM
$239.2M
HNW Individual Clients
89
AUM
$591.7M
Corporation or Business Clients
8
AUM
$30.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING AND PORTFOLIO REVIEW AND ALLOCATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILINLAMAMINCNHNJNYOHOKTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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