WORTHY FINANCIAL SERVICES
Firm details
- Headquarters
- WESTMINSTER, Maryland
- CRD number
- 142462
- Website
- worthyfinancialservices.com
- Custodians
- EQUITY TRUST ADVISORS, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals61.26%
- HNWI38.74%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Worthy Financial Services operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily caters to individual and family clients, offering services such as financial planning and portfolio management for both individuals and small businesses. While Worthy Financial Services does not actively engage in ESG investing, it does have a diverse approach to investment management, which includes a focus on mutual funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1JOSEPH WORTHY
FounderCRD 2484078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTMINSTER, MD
CARROLL
Location
WESTMINSTER, MD
Headquartered in WESTMINSTER, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- CARROLL
- Address
- 607 Nursery Rd
- Time zone
- ET (UTC-5)
- Office locations
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