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| Financial Advisors Network Inc
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| |
|---|---|
| CRD # | 152083 |
| SEC # | 801-74613 |
| CIK # | 0001697856 |
| AUM | $799.1 MM (2024-03-28) |
| Employees | 13 (85% Investors, 0% Brokers) |
| Phone | 714-597-6510 |
| Address | 1432 Edinger Avenue Tustin, CA 92780 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 399 | 94.1 |
| (b) Individuals (high net worth individuals) | 314 | 690.9 |
| (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 | 20 | 14.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,508 | 799.1 |
| By Discretionary | ||
| Discretionary | 3,160 | 730.7 |
| Non-Discretionary | 348 | 68.4 |
| Total | 3,508 | 799.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 799.1 | |
| Total | 3,508 | 799.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697856] |
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|---|---|---|
|
The Joseph Group LLC
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|
OH | 0.8 |
|
Kelly Financial Group LLC
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CT | 0.8 |
|
Black Coral Financial Advisors LLC
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NJ | 0.8 |
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Realta Investment Advisors Inc
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DE | 0.8 |
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One Day in July LLC
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VT | 0.8 |
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Richard P Slaughter Associates Inc
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TX | 0.8 |
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Modern Portfolio Management Inc
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OH | 0.8 |
|
Galloway Asset Management LLC
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AZ | 0.8 |
|
Financial Insights Inc
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WA | 0.8 |
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The Financial Consulate Inc
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|
MD | 0.8 |