Advisory Services Network

RIASEC Registered
Total AUM
$10.6B
Discretionary
$10.5B
99% of AUM
Avg account
$357K
Accounts
29,663
Employees
268
Advisory reps
256

Firm details

Headquarters
Atlanta, Georgia
CRD number
146051
Registered since
February 16, 2010
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals60.98%
  • HNWI35.89%
  • Corporations / Businesses2.44%
  • Pension & Profit Sharing Plans0.42%
  • State / Municipal Government0.15%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Advisory Services Network is an independent registered investment adviser organized as a limited liability company. The firm is SEC registered (registration year 2010) and positions itself as a capital allocator that serves individuals, families and institutional clients. Core advisory capabilities include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers and managers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 58%, Public Funds/Mutual Funds 31%, Cash & Cash Equivalents 5%, State & Local Bonds 3%, Investment Grade Corp Bonds 2%, US Government Bonds 1%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds31%
  • Cash & Cash Equivalents5%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1,115

Active vs passive

$4.8B in ETFs

Passive

78%

$3.8B

Active

18%

$1.1B

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$191M254,5713.94%

Location

Primary office

Atlanta, GA

Fulton

Location

Atlanta, GA

Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
900 Ashwood Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth