THE MARTIN WORLEY GROUP

COTTONWOOD HEIGHTS, Utah·4 registered advisors·CRD# 169006
SEC# 801-791641801-568-9788
01

Firm Overview

AUM
$313M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE MARTIN WORLEY GROUP

4 registered advisors
Barry Todd Watson
COTTONWOOD HEIGHTS, Utah
Brian Andrew Worley
COTTONWOOD HEIGHTS, Utah
Judith Potts Martin
COTTONWOOD HEIGHTS, Utah
Terra Jo Thurgood
COTTONWOOD HEIGHTS, Utah
05

Office Locations

COTTONWOOD HEIGHTS, Utah
4 advisors

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Data sourced from SEC Form ADV filings. THE MARTIN WORLEY GROUP (CRD# 169006) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.