NET WORTH ADVISORY GROUP, LLC

SANDY, Utah·4 registered advisors·CRD# 126983
SEC# 801-655480801-566-6639
01

Firm Overview

AUM
$632M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NET WORTH ADVISORY GROUP, LLC

4 registered advisors
David William Swapp
SANDY, Utah
Gregory M. Simmons
SANDY, Utah
Raymond Evan Levitre
SANDY, Utah
Richard Curtiss Smith
SANDY, Utah
05

Office Locations

SANDY, Utah
4 advisors

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Data sourced from SEC Form ADV filings. NET WORTH ADVISORY GROUP, LLC (CRD# 126983) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.