WORTH FINANCIAL MANAGEMENT LLC
Legal name: WORTHFM
CRD #281672 SEC #801-106999 CHESTNUT HILL (PHILADELPHIA), PA (844) 967-8436
SEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
Employees
6
Clients
0
Accounts
1,827
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2017 | $2.7M | $2.7M | $0 | 6 | 600 |
| Jan 2017 | $941.7K | $941.7K | $0 | 6 | 300 |
| Nov 2016 | $900.3K | $900.3K | $0 | 5 | 300 |
| Oct 2016 | $484.6K | $484.6K | $0 | 8 | 0 |
| Oct 2016 | $484.6K | $484.6K | $0 | 8 | 0 |
| Aug 2016 | $484.6K | $484.6K | $0 | 8 | 0 |
| Jun 2016 | $0 | $0 | $0 | 8 | 0 |
| May 2016 | $0 | $0 | $0 | 8 | 0 |
| Apr 2016 | $0 | $0 | $0 | 8 | 0 |
| Mar 2016 | $0 | $0 | $0 | 8 | 0 |
| Jan 2016 | $0 | $0 | $0 | 8 | 0 |
| Jan 2016 | $0 | $0 | $0 | 8 | 0 |
| Jan 2016 | $0 | $0 | $0 | 8 | 0 |
| Jan 2016 | $0 | $0 | $0 | 8 | 0 |
| Jan 2016 | $0 | $0 | $0 | 8 | 0 |
DateSep 2017
Total AUM$2.7M
Discretionary$2.7M
Non-Disc.$0
Employees6
Clients600
DateJan 2017
Total AUM$941.7K
Discretionary$941.7K
Non-Disc.$0
Employees6
Clients300
DateNov 2016
Total AUM$900.3K
Discretionary$900.3K
Non-Disc.$0
Employees5
Clients300
DateOct 2016
Total AUM$484.6K
Discretionary$484.6K
Non-Disc.$0
Employees8
Clients0
DateOct 2016
Total AUM$484.6K
Discretionary$484.6K
Non-Disc.$0
Employees8
Clients0
DateAug 2016
Total AUM$484.6K
Discretionary$484.6K
Non-Disc.$0
Employees8
Clients0
DateJun 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateApr 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0