Overview
Assets Under Management: $954 million
Headquarters: TUSTIN, CA
High-Net-Worth Clients: 369
Average Client Assets: $2 million
Frequently Asked Questions
FINANCIAL ADVISORS NETWORK, INC. 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 #152083), FINANCIAL ADVISORS NETWORK, INC. is subject to fiduciary duty under federal law.
FINANCIAL ADVISORS NETWORK, INC. is headquartered in TUSTIN, CA.
FINANCIAL ADVISORS NETWORK, INC. serves 369 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL ADVISORS NETWORK, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
FINANCIAL ADVISORS NETWORK, INC. manages $954 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, FINANCIAL ADVISORS NETWORK, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 369
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 3,984
Discretionary Accounts: 3,712
Non-Discretionary Accounts: 272
Regulatory Filings
CRD Number: 152083
Filing ID: 1968775
Last Filing Date: 2025-03-27 14:20:00
Website: https://fanwmg.com