Assets Under Management
$954.0M
Number of Clients
809
Number of Advisors
11
Average Client AUM
$1.2M
AUM per Advisor
$86.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Financial Advisors Network manages assets for various clients, offering a wrap fee program that includes investment advisory services and custodial transaction costs. They provide comprehensive portfolio management with financial planning, tailoring investment approaches to client goals and risk tolerance. They may recommend exchange traded funds, mutual funds, individual stocks or bonds, and first trust deeds.
1432 Edinger Avenue, Suite 200, Tustin, CA, 92780