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The Martin Worley Group
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CRD # | 169006 |
SEC # | 801-79164 |
CIK # | |
AUM | $312.5 MM (2024-03-28) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 801-568-9788 |
Address | 6965 Union Park Center Cottonwood Heights, UT 84047 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 150 | 43.2 |
(b) Individuals (high net worth individuals) | 113 | 263.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 4 | 5.8 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 2 | 0.2 |
(n) Other | 0 | 0.0 |
Total | 862 | 312.5 |
By Discretionary | ||
Discretionary | 862 | 312.5 |
Non-Discretionary | 0 | 0.0 |
Total | 862 | 312.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 312.5 | |
Total | 862 | 312.5 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Transce3Nd LLC
✚
|
TX | 0.3 |
Obsidian Personal Planning Solutions LLC
✚
|
MD | 0.3 |
O'Boyle Wealth Management Inc
✚
|
CA | 0.3 |
Rialto Wealth Management LLC
✚
|
NY | 0.3 |
St Johns Investment Management Company LLC
✚
|
FL | 0.3 |
Hutchens & Kramer Investment Management Group LLC
✚
|
IN | 0.3 |
Valiant Wealth LLC
✚
|
IA | 0.3 |
Altruist Financial Advisors LLC
✚
|
MI | 0.3 |
ADE LLC
✚
|
MD | 0.3 |
Jackson Financial Services LLC
✚
|
SC | 0.3 |