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Building 2NET WORTH ADVISORY GROUP, LLC

Map pinSANDY, UT
Phone801-566-6639
NotebookSEC #801-65548
Total AUM
$838.4M
Employees
20
Clients
862

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 W. TOWNE RIDGE PARKWAY
SUITE 460
SANDY
UT 84070
United States
Operating Hours
8 AM TO 5 PM MOUNTAIN STANDARD TIME
Monday - Friday
Phone
801-566-6639

ReceiptFinancials

Total AUM
$838.4M
Accounts
3,255
Discretionary
$474.7M
Accounts
2,352
Non-Discretionary
$363.7M
Accounts
903

ContactClients

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Individual Clients
594
AUM
$205.2M
HNW Individual Clients
268
AUM
$633.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILNVORTXUTWA

HandshakeAffiliates

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

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