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. The firm is SEC registered (registration year 2010) and positions itself as a capital allocator that serves individuals, families and institutional clients. Core advisory capabilities include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers and managers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,115Active 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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