Network 1 Financial Advisors Inc.

RIASEC Registered

Total AUM

$51M

Discretionary

$31.2M

61% of AUM

Avg account

$505K

Accounts

101

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 121239
Website: network1.com
Custodians: ALLIANCE TRUST COMPANY, AXOS CLEARING LLC, SEI INVESTMENTS DISTRIBUTION CO., ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Commissions
Client types: HNWI46.7%
Pension & Profit Sharing Plans40.2%
Individuals12.94%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Network 1 Financial Advisors Inc. is a corporate wealth-advisory firm that allocates client capital across public and private strategies. The firm serves individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside advisers. Its compensation model includes percentage-of-AUM fees, hourly billing, and commission-based arrangements. Network 1 identifies as an active ESG investor and maintains business relationships across the financial services ecosystem, including broker-dealer and insurance affiliations and roles as sponsor or general partner for pooled investment vehicles.