N
$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-16-1994
- Office Locations
- 1
Office Locations
-- Arlington VA
About NET Worth Advisory Services
NET Worth Advisory Services is a Arlington-based RIA. The firm has been operating for 32 years. Managing $12.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and RBC.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$666.8K AVG AUM / CLIENT
23.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
No keyword tags available.
Owner & Executives
L
LEIGHTON PARKS ROPER JR.
Owner
- CRD
- #1352012
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,003,152 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,003,152 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing