Rowlett, TX Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Worth Financial Group Inc.
Team
Firm-wide stats for Worth Financial Group Inc.
Clients per advisor
12 Very LowAvg AUM per client
$2,377,672 Very HighHNW client ratio
71% Very HighAbout
Worth Financial Group provides discretionary portfolio management services to individuals and high-net-worth clients. The firm is registered as an investment adviser and reports managing roughly $137.9 million in client assets, with all accounts managed on a discretionary basis.
The firm’s investment process emphasizes cyclical security analysis and draws on charting, fundamental and technical methods, using research from in-house and external sources such as financial publications, rating services, and SEC filings. Worth tailors portfolios through client intake questionnaires and conducts periodic reviews to confirm that holdings remain aligned with each client’s stated objectives and risk tolerance.
Operationally, Worth is also a fully disclosed originating broker‑dealer and operates an insurance agency, forwarding trades to clearing firms (National Financial Services and Charles Schwab) and selling securities and insurance products on a commission basis. These integrated activities are accompanied by related practices disclosed in the brochure — some associates earn commission income as registered representatives, the firm receives certain software/support benefits from custodians, it is deemed to have custody due to direct fee debits, it does not aggregate trades, and it leaves proxy voting to clients — all of which can affect how recommendations and trade execution are handled.
Based on Worth Financial Group Inc.
Location
Rowlett TX
Advisors at this office
1
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