Network Investment Advisors Incorporated

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Assets, Funds, Holdings

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Network Investment Advisors Incorporated
CRD #290927
SEC #801-112346
CIK #
AUM $53.6 MM (2024-03-29)
Employees 5 (20% Investors, 20% Brokers)
Phone631-366-1999
Address353 Veterans Memorial Hwy
Commack, NY 11725
Source [IAPD] [Website]
Total AUM ($MM)
604836241202009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 111 34.8
(b) Individuals (high net worth individuals) 18 18.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 168 53.6
By Discretionary
Discretionary 44 15.8
Non-Discretionary 124 37.8
Total 168 53.6
By Non-United States Persons
Non-United States Persons 0.1
United States Persons 53.5
Total 168 53.6
Comparable Firms State AUM ($BB)
Smart Steps Wealth Management LLC
MO 0.1
Franco Financial Advisors Inc
NY 0.1
St Columbanus AG
0.1
Stavis Wealth Transfer Solutions LLC
TX 0.1
Beyond Wealth Advisory LLC
CA 0.1
Dynamic Trading Management LLC
NY 0.1
Morrison Fiduciary Advisors Inc
PA 0.1
Mtier Capital LLC
NY 0.1
Lighthouse Swiss Wealth Advisors AG
0.1
Bridges Capital LLC
FL 0.1
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