The Financial Network Group

Overview

The Financial Network Group operates as a limited liability company and provides financial planning services and portfolio management for individuals and small businesses. The firm is classified as a qualified custodian and caters primarily to individual and family clients. Its fee structure includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not engage in active ESG investing and is not a multi-state adviser. Additionally, it has affiliations with a broker-dealer.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices