Advisory Services Network
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 146051
- Registered since
- February 16, 2010
- Website
- advservnet.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals60.98%
- HNWI35.89%
- Corporations / Businesses2.44%
- Pension & Profit Sharing Plans0.42%
- State / Municipal Government0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Advisory Services Network is an independent registered investment adviser organized as a limited liability company and first registered with the SEC in 2010. The firm serves both individual/family and institutional clients and operates as a capital allocator, selecting and allocating to outside managers in addition to providing in-house advisory services. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm bills clients via a mix of asset-based fees, hourly charges, and fixed fees. The snapshot indicates the firm is not an active ESG investor and is not flagged as a multi-state adviser on the summary record.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 9
Matthew Gladbach
Chief Investment OfficerCRD 4405846
Charles Koehn
Chief Investment OfficerCRD 2343863
Cynthia Wolin-halpern
Chief Operating OfficerCRD 6793382
Contacts
3 of 239
Steven Czurak
Owner, PresidentCRD 1179895
Nikifor Paunov
IARCRD 2680109
Shannon Van Holstyn
Wealth ManagerCRD 6804288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,118Active vs passive
$4.8B in ETFs
78%
$3.8B
18%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $191M | 254,571 | 3.94% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 900 Ashwood Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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