THE MARTIN WORLEY GROUP

COTTONWOOD HEIGHTS, Utah·3 registered advisors·CRD# 169006
SEC# 801-791641801-568-9788
01

Firm Overview

AUM
$313M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
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

3 registered advisors
Barry Todd Watson
COTTONWOOD HEIGHTS, Utah
Brian Andrew Worley
COTTONWOOD HEIGHTS, Utah
Terra Jo Thurgood
COTTONWOOD HEIGHTS, Utah
05

Office Locations

COTTONWOOD HEIGHTS, Utah
3 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.