Anmelden Kostenlos registrieren

Networth Advisory Group, LLC (Sandy)


Networth Advisory Group, LLC is a large advisory firm based in Sandy. It manages $138.58 million of regulatory assets for 832 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona and Utah.

Logo



Networth Advisory Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Networth Advisory Group: assets under management

The assets under management (AUM) of Networth Advisory Group, LLC is $138.58 million. The firm's AUM has grown by 164% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $78.15 million in discretionary accounts and $60.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $190.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $143.55 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Networth Advisory Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sandy

The principal office where Networth Advisory Group, LLC performs its advisory services is located at 9980 So. 300 W., Sandy, UT 84070, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 801-566-6639 or by fax 801-566-6688. The normal business hours are 8 am to 5 pm mountain standard time on Monday - Friday. You can find more information about the New York firm at www.networthadvice.com.


Registered investment advisers similar to Networth Advisory Group, LLC