Overview
Assets Under Management: $46.7 billion
Headquarters: EL SEGUNDO, CA
High-Net-Worth Clients: 52,058
Average Client Assets: $0.4 million
Frequently Asked Questions
CETERA ADVISOR NETWORKS 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 #13572), CETERA ADVISOR NETWORKS LLC is subject to fiduciary duty under federal law.
CETERA ADVISOR NETWORKS LLC is headquartered in EL SEGUNDO, CA.
CETERA ADVISOR NETWORKS LLC serves 52,058 high-net-worth clients according to their SEC filing dated June 04, 2023. View client details ↓
According to their SEC Form ADV, CETERA ADVISOR NETWORKS 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 ↓
CETERA ADVISOR NETWORKS LLC manages $46.7 billion in client assets according to their SEC filing dated June 04, 2023.
According to their SEC Form ADV, CETERA ADVISOR NETWORKS 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: 52,058
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.07%
Average Client Assets: $0.4 million
Total Client Accounts: 192,956
Discretionary Accounts: 164,494
Non-Discretionary Accounts: 28,462
Regulatory Filings
CRD Number: 13572
Filing ID: 1766797
Last Filing Date: 2023-06-04 13:08:00