FINANCIAL ADVISORS NETWORK, INC.
Firm details
- Headquarters
- TUSTIN, California
- CRD number
- 152083
- Registered since
- March 28, 2012
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.68%
- Individuals15.83%
- Pension & Profit Sharing Plans0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Advisors Network, Inc. is an independent registered investment adviser, operating since 2012 and owned as a domestic entity/individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars/workshops. Its fees include asset-based charges as well as hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or a capital allocator.
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities24%
- Cash & Cash Equivalents5%
- Other5%
- US Government Bonds4%
Owners & executives
1 of 1BRIAN DOUGLASS
Chief Compliance OfficerCRD 1406770
Contacts
3 of 12GABRIELLA PEREZ
Financial AdvisorCRD 6342349
ROD KAMPS
CFP®CRD 2293492
JOSEPH PENCE
Financial AdvisorCRD 2955554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$520M in ETFs
100%
$519M
0%
$520K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $95.3M | 1,294,629 | 18.35% |
Location
TUSTIN, CA
ORANGE
Location
TUSTIN, CA
Headquartered in TUSTIN, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 1432 Edinger Ave
- Time zone
- PT (UTC-8)
- Office locations
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