THE MARTIN WORLEY GROUP
Total AUM
$385M
Employees
5Clients
286Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6965 UNION PARK CENTER
SUITE 420
COTTONWOOD HEIGHTS
UT 84047
United States
SUITE 420
COTTONWOOD HEIGHTS
UT 84047
United States
Operating Hours
8:30 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
801-568-9788
Other Offices
1
Financials
Total AUM
$385M
Accounts
902Discretionary
$385M
Accounts
902Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
141AUM
$44.1M
HNW Individual Clients
131AUM
$305.8M
Charitable Organization Clients
4AUM
$12.1M
Corporation or Business Clients
10AUM
$23.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACONEORTXUT
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.