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 SEC-registered in 2010. The firm serves individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee models include percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm functions as a capital allocator, employing outside managers and fund vehicles alongside in-house portfolio decisions. The firm does not position itself 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
3 of 10
Matthew Gladbach
Chief Investment OfficerCRD 4405846
Douglas Vowels
President and Chief Investment OfficerCRD 4454149
Geoffrey Smarte
Chief Investment OfficerCRD 4183499
Contacts
3 of 241
Peter Hunt
IARCRD 5645273
Inderjit Samra
Private Wealth AdvisorCRD 5658666
James Halprin
Investment Advisor RepresentativeCRD 5690095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2,113Active vs passive
$9.4B in ETFs
79%
$7.5B
17%
$2B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $191M | 254,571 | 2.02% |
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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