THE HIGH NET WORTH ADVISORY GROUP, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 309997). Regulatory assets under management: $861.7M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| David Taylor Morgan | MANAGING MEMBER/CCO | — |
| Howard Joseph Jordan | MANAGING MEMBER | — |
| JORDAN THOMAS JOSEPH | MANAGING MEMBER | — |
| MORGAN DAVID TAYLOR | MANAGING MEMBER/CCO | — |