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 a limited liability company and SEC-registered since 2010. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory services are centered on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers. Fee arrangements include a percentage of assets under management, hourly charges, and fixed-fee engagements. The firm is not identified as an active ESG investor.
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
Charles Koehn
Chief Investment OfficerCRD 2343863
Cynthia Wolin-halpern
Chief Operating OfficerCRD 6793382
Contacts
3 of 238
Steven Czurak
Owner, PresidentCRD 1179895
Nikifor Paunov
IARCRD 2680109
Shannon Van Holstyn
Wealth ManagerCRD 6804288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,973Active vs passive
$4.2B in ETFs
77%
$3.2B
19%
$939M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $152M | 233,462 | 3.67% |
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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