Financial Network Specialists LLC

RIASEC RegisteredEst. 2025
Total AUM
$130M
Discretionary
$109M
84% of AUM
Avg account
$920K
Accounts
141
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, US Government Bonds 28%, Cash & Cash Equivalents 1%71%
  • Exchange Traded Equities71%
  • US Government Bonds28%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Mitchell Miller

    President, Chief Compliance OfficerCRD 851682

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth