WORTH FINANCIAL ADVISORY GROUP, LLC

WORTH ADVISORS
CHARLOTTE, North Carolina·1 registered advisor·CRD# 156564
SEC# 801-1208772704-731-0121
01

Firm Overview

AUM
$179M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

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

Specialties

Financial PlanningInvestment Management
04

Advisors at WORTH FINANCIAL ADVISORY GROUP, LLC

1 registered advisor
Glen Edward Wright
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
1 advisor

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Data sourced from SEC Form ADV filings. WORTH FINANCIAL ADVISORY GROUP, LLC (CRD# 156564) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.