Adviser Profile
| As of Date | 04/27/2024 |
| Registration status | Registration Changed to NETWORTH ASSET MANAGEMENT, INC |
| Contact Info | 352 xxxxxxx |
| Websites |
| AUM* | 105,809,000 |
| of that, discretionary | 105,809,000 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 380,608 |
| % High Net Worth | 49.64% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds