FINANCIAL ADVISOR NETWORK, INC.

Overview

Financial Advisor Network, Inc. is a small, fee-based investment adviser organized as a sole proprietorship that focuses on portfolio management for individual and family clients, including small businesses. The firm charges clients a percentage of assets under management and runs discretionary portfolios. Its stated business activity includes accounting, which suggests investment decisions are coordinated with tax considerations for clients. The firm favors equities as the primary allocation, implementing that preference through discretionary strategies and separately managed account (SMA) structures. It is not positioned as a capital allocator, does not identify as an ESG investor, and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices