1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE MARTIN WORLEY GROUP

Map pinCOTTONWOOD HEIGHTS, UT
Phone801-568-9788
NotebookSEC #801-79164
Total AUM
$385M
Employees
5
Clients
286

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6965 UNION PARK CENTER
SUITE 420
COTTONWOOD HEIGHTS
UT 84047
United States
Operating Hours
8:30 A.M. - 5 P.M.
Monday - Friday
Phone
801-568-9788
Other Offices
1

ReceiptFinancials

Total AUM
$385M
Accounts
902
Discretionary
$385M
Accounts
902
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
141
AUM
$44.1M
HNW Individual Clients
131
AUM
$305.8M
Charitable Organization Clients
4
AUM
$12.1M
Corporation or Business Clients
10
AUM
$23.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACONEORTXUT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account