THE HIGH NET WORTH ADVISORY GROUP, LLC

CRD 309997 · SEC 801-119234

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8880 TAMIAMI TRAIL NORTH, NAPLES, FL, 34108, United States

Phone

1-866-906-2325

Fax

(239) 631-6107

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$861.7M

Discretionary AUM

$821.6M

Team

9 total employees; 5 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT

Org form

Limited Liability Company

Filing date

2026-01-22

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingGENERAL CONSULTING AND PORTFOLIO REVIEW AND ALLOCATION

Client types

Type	Clients	AUM
Individuals	329	$239.2M
High net worth individuals	89	$591.7M
Corporations/business entities	8	$30.8M

States served

CA, CO, GA, IL, IN, LA, MA, MI, NJ, NY, NC, OH, OK, TX, NH, FL

All web addresses on file

https://www.facebook.com/highnetworthadvisory
https://www.linkedin.com/company/highnetworthadvisory
https://www.Highnetworthadvisorygroup.com

Official SEC filing: View on IAPD