Financial Network Specialists LLC
Firm details
- Headquarters
- ,
- CRD number
- 109037
- Registered since
- March 10, 2025
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Network Specialists LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients via fixed fees rather than asset-based percentage schedules. It is registered with the SEC (registration year listed as 2025) and services a client base made up of individuals and families. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities71%
- US Government Bonds28%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1Mitchell Miller
President, Chief Compliance OfficerCRD 851682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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