| Entity Name: | THE HIGH NET WORTH ADVISORY GROUP LLC |
| Jurisdiction: | FLORIDA |
| Filing Type: | Florida Limited Liability Company |
| Status: | Active |
| Date Filed: | 06 Dec 2019 (5 years ago) |
| Document Number: | L19000289492 |
| FEI/EIN Number | 84-3585624 |
| Address: | 8880 Tamiami Trail N., Naples, FL 34108 |
| Mail Address: | 8880 Tamiami Trail N., Naples, FL 34108 |
| ZIP code: | 34108 |
| County: | Collier |
| Place of Formation: | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 1919142 | 8880 TAMIAMI TRAIL N., NAPLES, FL, 34108 | 8880 TAMIAMI TRAIL N., NAPLES, FL, 34108 | 239-734-3041 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2024-10-11 |
| Reporting date | 2024-09-30 |
| File | View File |
Filings since 2024-08-22
| Form type | N-PX |
| File number | 028-22431 |
| Filing date | 2024-08-22 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-17
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2024-07-17 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-04-12
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2024-04-12 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-01-08
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2024-01-08 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-10-05
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2023-10-05 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-07-07
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2023-07-07 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-04-20
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2023-04-20 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-02-14
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2023-02-14 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-10-24
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2022-10-24 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-10
| Form type | 13F-HR/A |
| File number | 028-22431 |
| Filing date | 2022-08-10 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-08-10
| Form type | 13F-HR/A |
| File number | 028-22431 |
| Filing date | 2022-08-10 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2022-08-10
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2022-08-10 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-13
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2022-05-13 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-04-27
| Form type | 13F-HR |
| File number | 028-22431 |
| Filing date | 2022-04-27 |
| Reporting date | 2021-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THE HIGH NET WORTH ADVISORY GROUP 401(K) PLAN | 2023 | 843585624 | 2024-04-30 | THE HIGH NET WORTH ADVISORY GROUP LLC | 5 | |||||||||||||||||||||||||||||||
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| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2024-04-30 |
| Name of individual signing | QIAN LIU |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2397343045 |
| Plan sponsor’s address | 8880 TAMIAMI TRAIL N, NAPLES, FL, 34108 |
Plan administrator’s name and address
| Administrator’s EIN | 474474775 |
| Plan administrator’s name | GUIDELINE, INC. |
| Plan administrator’s address | 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010 |
| Administrator’s telephone number | 8882283491 |
Signature of
| Role | Plan administrator |
| Date | 2023-07-26 |
| Name of individual signing | CHRISTINE RIMER |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role |
|---|---|
| NOACK & CO, LLC | Agent |
| Name | Role | Address |
|---|---|---|
| MORGAN, DAVID T | Manager | 8880 Tamiami Trail N., Naples, FL 34108 |
| JORDAN, HOWARD | Manager | 8880 Tamiami Trail N., Naples, FL 34108 |
| Registration Number | Fictitious Name | Status | Filed Date | Expiration Date | Cancellation Date | Mailing Address |
|---|---|---|---|---|---|---|
| G23000125903 | ADVISORY GROUP | ACTIVE | 2023-10-11 | 2028-12-31 | No data | 8880 TAMIAMI TRAIL N., NAPLES, FL, 34108 |
| G23000125904 | ULTRA HIGH NET WORTH ADVISORY GROUP | ACTIVE | 2023-10-11 | 2028-12-31 | No data | 8880 TAMIAMI TRAIL N., NAPLES, FL, 34108 |
| G19000133759 | THE HIGH NET WORTH ADVISORY GROUP | ACTIVE | 2019-12-18 | 2029-12-31 | No data | 8880 TAMIAMI TRAIL N., NAPLES, FL, 34108 |
| Event Type | Filed Date | Value | Description |
|---|---|---|---|
| CHANGE OF PRINCIPAL ADDRESS | 2022-01-18 | 8880 Tamiami Trail N., Naples, FL 34108 | No data |
| CHANGE OF MAILING ADDRESS | 2022-01-18 | 8880 Tamiami Trail N., Naples, FL 34108 | No data |
| Name | Date |
|---|---|
| ANNUAL REPORT | 2024-01-13 |
| ANNUAL REPORT | 2023-01-30 |
| ANNUAL REPORT | 2022-01-18 |
| ANNUAL REPORT | 2021-01-21 |
| ANNUAL REPORT | 2020-06-08 |
| Florida Limited Liability | 2019-12-06 |
Date of last update: 16 Jan 2025
Sources: Florida Department of State
