Networth Inc is a large advisory firm based in Marco Island. It manages $35.73 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Minnesota.
Networth provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Networth Inc is $35.73 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Networth Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Roger Allen Hubley has been acting as President since 1 Oct 1977. Cara Lynn Braddy joined the executive team most recently as the Registered Rep.
The principal office where Networth Inc performs its advisory services is located at 606 Bald Eagle Drive, Marco Island, FL 34145, which is also the mailing address of the firm. An additional office of the firm is in Bloomington, MN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 239-389-7420 or by fax 239-389-7423. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.networthinc.com.