Advisory Services Network
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 146051
- Registered since
- February 16, 2010
- Website
- advservnet.com
- 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
FINTRXOverview
Advisory Services Network is an independent registered investment adviser organized as an LLC and first SEC-registered in 2010. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its advisory offerings include financial planning, portfolio management for individuals and small businesses, and selection of other advisers for clients that require outsourced or co-advisory solutions. Fee arrangements are flexible: the firm charges asset-based fees as well as hourly and fixed fees for certain engagements. It is not identified as an active ESG investor. The firm’s business model emphasizes delegated investing and manager selection rather than boutique in-house-only strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds31%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
- Investment Grade Corp Bonds2%
Owners & executives
3 of 9
Matthew Gladbach
Chief Investment OfficerCRD 4405846
Geoffrey Smarte
Chief Investment OfficerCRD 4183499
Manvir Manak
Chief Investment OfficerCRD 7060265
Contacts
3 of 244
Peter Hunt
IARCRD 5645273
Inderjit Samra
Private Wealth AdvisorCRD 5658666
James Halprin
Investment Advisor RepresentativeCRD 5690095
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,118Active vs passive
$4.8B in ETFs
78%
$3.8B
18%
$1.1B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $191M | 254,571 | 3.94% |
Location
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
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