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| Advisory Services Network LLC
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|---|---|
| CRD # | 146051 |
| SEC # | 801-71112 |
| CIK # | 0001573876 |
| AUM | $6.8 BB (2024-08-14) |
| Employees | 215 (97% Investors, 7% Brokers) |
| Phone | 770-352-0449 |
| Address | 6600 Peachtree Dunwoody Rd Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.2 | |
| NVDA | 399.6 | 0.2 | |
| MSFT | 1,918.2 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| META | 434.9 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| AVGO | 201.3 | 0.0 | |
| GOOG | 1,482.6 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13,145 | 4.6 |
| (b) Individuals (high net worth individuals) | 1,275 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 75 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 4 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 138 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 24,286 | 6.8 |
| By Discretionary | ||
| Discretionary | 24,013 | 6.7 |
| Non-Discretionary | 273 | 0.1 |
| Total | 24,286 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 24,286 | 6.8 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001573876] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mutual Advisors LLC
✚
|
NE | 6.9 |
|
Perigon Wealth Management LLC
✚
|
CA | 6.9 |
|
Asset Preservation Advisors LLC
✚
|
GA | 6.9 |
|
Greenspring Advisors LLC
✚
|
MD | 6.9 |
|
Joel Isaacson & Co LLC
✚
|
NY | 6.9 |
|
Hornor Townsend & Kent LLC
✚
|
PA | 6.9 |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 6.8 |
|
Independent Financial Group LLC
✚
|
CA | 6.8 |
|
Clarkston Capital Partners LLC
✚
|
MI | 6.7 |
|
Nicholas Hoffman & Company LLC
✚
|
GA | 6.7 |