Assets Under Management
$3.0M
Number of Clients
4
Number of Advisors
6
Average Client AUM
$757K
AUM per Advisor
$505K
Compensation
Fee-Only (AUM)
Worth Financial Group, founded in 1983, offers tailored portfolio management services. They gather client information to recommend suitable investment strategies. The firm is a fully disclosed broker-dealer and registered investment adviser. Fees are negotiable and calculated as a percentage of assets under management.
16660 Dallas Parkway, Suite 2200, Dallas, TX, 75248-2612