THE HIGH NET WORTH ADVISORY GROUP, LLC
CRD #309997 SEC #801-119234 NAPLES, FL 1-866-906-2325
SEC Registered
Total AUM
$769.8M
Discretionary
$731.4M
Employees
8
Clients
251
Accounts
1,119
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| JORDAN, HOWARD, JOSEPH | I | MANAGING MEMBER | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
| MORGAN, DAVID, TAYLOR | I | MANAGING MEMBER/CCO | D | Control |
Registrations
Federal
IA
Oct 1, 2025 REGISTERED
Notice Filings (17)
CA CO FL GA IL IN LA MA MI NC NE NH NJ NY OH OK TX
Address
8880 TAMIAMI TRAIL NORTHNAPLES, FL 34108
United States
Phone: 1-866-906-2325