Network 1 Financial Advisors Inc.

RIASEC & State 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 manager that serves both individual and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting and conducts third-party manager selection. Compensation methods include a percentage-of-assets fee, hourly charges and commissions, reflecting a mix of advisory and transactional activity. The firm indicates active interest in environmental, social and governance factors. It also holds industry relationships beyond pure advisory work — including broker-dealer connections, insurance-company affiliations and roles as sponsor, general partner or managing member of pooled investment vehicles — suggesting the firm can both allocate to and originate alternative structures.