| Name | Title | Ownership | Since |
|---|---|---|---|
| David Taylor Morgan Control | Managing Member/Cco | 50-75% | 2019 |
| Howard Joseph Jordan Control | Managing Member | 50-75% | 2019 |
The High Net Worth Advisory Group, LLC reports $769.8 million in regulatory assets under management on its Form ADV.
The High Net Worth Advisory Group, LLC reports 8 employees.
The High Net Worth Advisory Group, LLC is based in Naples, FL and has been SEC-registered since 2020.
The High Net Worth Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8880 Tamiami Trail North, Naples, FL 34108 |
| Phone | 1-866-906-2325 |
| Fax | (239) 631-6107 |
| Office hours | 8:30 a.m. To 5:00 p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $731.4M |
| Non-discretionary | $38.5M |
| Total (RAUM) | $769.8M |