The High Net Worth Advisory Group, Llc, FL — Investment Adviser | BuildTrust

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THE HIGH NET WORTH ADVISORY GROUP, LLC

Investment AdviceNAPLES, FL

Assets Under Management

$769.8M

Total AUM

Donut chart: Discretionary 731.4M, Non-Discretionary 38.5M
Category	Value
Discretionary	731.4M
Non-Discretionary	38.5M

Adviser Information

Field	Value
CRD Number	309997
SEC Number	801-119234
Street Address	8880 TAMIAMI TRAIL NORTH
Location	NAPLES, FL 34108
Country	United States
Phone	1-866-906-2325
Fax	(239) 631-6107
Total Employees	8

Client Count by Type (475 Total)

Horizontal bar chart: Individuals (other than H… 335, High Net Worth Individual… 130, Corporations/Businesses 9, Charitable Organizations 1
Category	Value
Individuals (other than H…	335
High Net Worth Individual…	130
Corporations/Businesses	9
Charitable Organizations	1