Overview
Assets Under Management: $301 million
Headquarters: CALABASAS, CA
High-Net-Worth Clients: 137
Average Client Assets: $1.0 million
Frequently Asked Questions
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #160322), AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC is subject to fiduciary duty under federal law.
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC is headquartered in CALABASAS, CA.
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC serves 137 high-net-worth clients according to their SEC filing dated October 23, 2018. View client details ↓
According to their SEC Form ADV, AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC manages $301 million in client assets according to their SEC filing dated October 23, 2018.
According to their SEC Form ADV, AMERICAN FINANCIAL NETWORK ADVISORY SERVICES, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 137
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.02%
Average Client Assets: $1.0 million
Total Client Accounts: 1,277
Discretionary Accounts: 1,277
Regulatory Filings
CRD Number: 160322
Filing ID: 1247403
Last Filing Date: 2018-10-23 13:08:00