Worth Asset Management is an investment advisor in Dallas with $204.60 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
461956256
SEC advisor number
801-122206
FINRA CRD number
166970
AUM ?
$274.48 mm
(as of 13 Feb 24)
Accounts
368
(as of 13 Feb 24)
Employees
10
(7 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
11 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
12 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Oct 22
13F-HR
Quarterly holdings report by institutional manager
8 Jul 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22