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. operates as a corporation with an insurance broker-dealer structure and positions itself as a capital allocator for both individual/family and institutional clients. The firm offers a mix of advisory services — financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers — and it distributes product-based solutions consistent with its broker-dealer and insurance affiliations. Its compensation model includes a percentage-of-AUM fee component, hourly charges, and commission-based business, reflecting hybrid advisory and transactional activity. The firm is identified as an active ESG investor and lists affiliations that include broker-dealer, other investment adviser, insurance company, and roles as sponsor/GP or managing member of pooled investment vehicles.