Networth Asset Management, Inc.

Networth Asset Management, Inc. (CRD# 105145) is a financial advisory firm headquartered in , . They manage $105,809,000 in 278 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.nwam.net
By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $380,608
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MN, PA, TX

Financial Advisors at Networth Asset Management, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Roger Hubley, financial advisor The Villages FL
Roger A. Hubley
CRD#: 251984
The Villages, FL

Roger Hubley (CRD# 251984) is an Investment Advisor Representative working at Networth Asset Management, Inc. in The Villages, FL and has over 39 years of experience in the finance industry.

2
Howard Rosenblatt, financial advisor Gainesville FL
Howard M. Rosenblatt
CRD#: 404485
2830 Nw 41st Street, Suite H, Gainesville, FL 32606

Howard Rosenblatt (CRD# 404485) is an Investment Advisor Representative working at Networth Asset Management, Inc. in Gainesville, FL and has over 27 years of experience in the finance industry.

3
John Shumski, financial advisor Lansdale PA
John A. Shumski
CRD#: 1636896
Lansdale, PA

John Shumski (CRD# 1636896) is an Investment Advisor Representative working at Networth Asset Management, Inc. in Lansdale, PA and has over 17 years of experience in the finance industry.

4
Jonathan Leftwich, financial advisor Gainesville FL
Jonathan M. Leftwich
CRD#: 7449256
2830 Nw 41st Street, Suite H, Gainesville, FL 32606

Jonathan Leftwich (CRD# 7449256) is an Investment Advisor Representative working at Networth Asset Management, Inc. in Gainesville, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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