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The Martin Worley Group

CRD 169006SEC# 801-79164Cottonwood Heights, UT
Export (members)
No longer SEC-registered. The Martin Worley Group appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$385M
Employees
5
Accounts
902
Location
Cottonwood Heights, UT

The Martin Worley Group assets under management

The Martin Worley Group operates as an SEC-registered investment adviser based in Cottonwood Heights, UT. It reports $385 million in regulatory assets under management and employs 5 people.

The Martin Worley Group owners & executives

6 reported
NameTitleOwnershipSince
Barry T. Watson Revocable Trust ControlMember10-25%2019
Brian Andrew Worley ControlCcoUnder 5%2014
Terra Jo Thurgood ControlMember10-25%2019
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Frequently asked questions

How much does The Martin Worley Group manage?

The Martin Worley Group reports $385 million in regulatory assets under management on its Form ADV.

How many employees does The Martin Worley Group have?

The Martin Worley Group reports 5 employees.

Where is The Martin Worley Group located?

The Martin Worley Group is based in Cottonwood Heights, UT.

Does The Martin Worley Group disclose fund performance?

The Martin Worley Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6965 Union Park Center, Suite 420, Cottonwood Heights, UT 84047
Office hours8:30 a.m. - 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$385M
Non-discretionary$0
Total (RAUM)$385M