WORTH FINANCIAL GROUP INC.
  • WORTH FINANCIAL GROUP INC.
  • ACCREDITED INVESTORS CO.
  • PROMARK SECURITIES, INC.
  • JOHN DUELL GLASS III
  • BRADFORD/GLASS & CO.
  • BRADFORD-GLASS INVESTMENT CORPORATION

Adviser Profile

As of Date 10/01/2026
Registration SEC, Approved, 04/22/2026
Other registrations (10)
Former registrations

WORTH FINANCIAL GROUP INC.

ADV Location DALLAS, TX, United States
Contact Info (46 xxxxxxx
Websites
AUM* 137,904,962
of that, discretionary 137,904,962
Number of Employees 11
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 729,656
% High Net Worth 70.69%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

123M 105M 88M 70M 53M 35M 18M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees