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Networth Asset Management, Inc

● SEC registered since 2024CRD 105145SEC# 801-129943
Export (members)
Reg. AUM
$102.9M
Employees
3
Accounts
251
Location

Networth Asset Management, Inc assets under management

Networth Asset Management, Inc is an investment advisory firm registered with the SEC. The firm has been registered since 2024. It reports $102.9 million in regulatory assets under management and employs 3 people.

Networth Asset Management, Inc owners & executives

3 reported
NameTitleOwnershipSince
Amy Elizabeth BethkeOwner10-25%2016
Roger Allen Hubley ControlPresident/Ceo/Chief Compliance OfficerOver 75%1977
Sigrid Anne HubleyVice President/Secretary10-25%1977

Frequently asked questions

How much does Networth Asset Management, Inc manage?

Networth Asset Management, Inc reports $102.9 million in regulatory assets under management on its Form ADV.

How many employees does Networth Asset Management, Inc have?

Networth Asset Management, Inc reports 3 employees.

Does Networth Asset Management, Inc disclose fund performance?

Networth Asset Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone352 268 2080
Fax763 786 3455
Office hours9:30 a.m. - 4:30 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$102.9M
Non-discretionary$0
Total (RAUM)$102.9M