NET Worth Advisory Group LLC
Legal Name: NET WORTH ADVISORY GROUP, LLC
75 W. TOWNE RIDGE PARKWAY, SUITE 460, SANDY, UT
801-566-6639
http://www.networthadvice.com
Frequently Asked Questions (FAQ)
Full Contact Details
NET Worth Advisory Group LLC
75 W. TOWNE RIDGE PARKWAY, SUITE 460, SANDY, UT
801-566-6639
801-566-6688
Other Info
NET Worth Advisory Group LLC, otherwise known as NET WORTH ADVISORY GROUP, LLC, is a Utah Limited Liability Company that has been providing financial advisory services since 2006. With a team of 16 employees, including 8 in advisory roles, the firm caters to 5 clients and has obtained an Approved status from the SEC.
Fee-Only Financial Advisors Serving Salt Lake City, UT — Net Worth Advisory Group
Choose an advisor who put clients over commissions. ✓independent ✓unbiased ✓fiduciary ✓99% client retention ✓CFP® pros ✓20 years in business
Direct Owners
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DAVID WILLIAM SWAPP
MANAGING MEMBER owns more than 50% but less than 75%
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RAYMOND EVAN LEVITRE
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%