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Judith Potts Martin

THE MARTIN WORLEY GROUP·COTTONWOOD HEIGHTS, Utah
Unclaimed Profile
6965 UNION PARK CENTER, COTTONWOOD HEIGHTS, UT 84047CRD# 1206448Firm CRD# 169006
01

About

Judith Potts Martin is a registered financial advisor based in COTTONWOOD HEIGHTS, Utah, affiliated with THE MARTIN WORLEY GROUP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
THE MARTIN WORLEY GROUP
THE MARTIN WORLEY GROUP
AUM
$313M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at THE MARTIN WORLEY GROUP →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1206448
Firm CRD# 169006
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Judith Potts Martin offer?
Judith Potts Martin specializes in Financial Planning, Investment Management. Contact their office in COTTONWOOD HEIGHTS, Utah for a consultation.
What are Judith Potts Martin's credentials?
Judith Potts Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Judith Potts Martin located?
Judith Potts Martin is based in COTTONWOOD HEIGHTS, Utah, working with THE MARTIN WORLEY GROUP. Their office serves clients in the COTTONWOOD HEIGHTS metropolitan area and surrounding communities.
How does Judith Potts Martin charge for services?
Judith Potts Martin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE MARTIN WORLEY GROUP?
THE MARTIN WORLEY GROUP has approximately 5 employees and manages $313M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COTTONWOOD HEIGHTS
Kurt R Nunez — OLYMPUS WEALTH MANAGEMENT, LLCScott Stoddard Poelman — OLYMPUS WEALTH MANAGEMENT, LLCScott Aikele Bird — OLYMPUS WEALTH MANAGEMENT, LLCMatthew Thomas Bloomkrull — OLYMPUS WEALTH MANAGEMENT, LLCBrian Andrew Worley — THE MARTIN WORLEY GROUP
Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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