Overview
Assets Under Management: $130 million
High-Net-Worth Clients: 36
Average Client Assets: $4 million
Frequently Asked Questions
FINANCIAL NETWORK SPECIALISTS 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 #109037), FINANCIAL NETWORK SPECIALISTS LLC is subject to fiduciary duty under federal law.
FINANCIAL NETWORK SPECIALISTS LLC serves 36 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL NETWORK SPECIALISTS LLC offers portfolio management for individuals. View all service details ↓
FINANCIAL NETWORK SPECIALISTS LLC manages $130 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, FINANCIAL NETWORK SPECIALISTS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 141
Discretionary Accounts: 116
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 109037
Filing ID: 2048269
Last Filing Date: 2026-02-04 09:56:11