Financial Advisors Network, Inc.
Firm details
- Headquarters
- Tustin, California
- CRD number
- 152083
- Registered since
- March 28, 2012
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.68%
- Individuals15.83%
- Pension & Profit Sharing Plans0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Advisors Network, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2012. The firm serves both individuals/families and institutional clients and offers a mix of financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Fees are charged using AUM-based percentages along with hourly and fixed-fee arrangements. The firm lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds62%
- Exchange Traded Equities24%
- Cash & Cash Equivalents5%
- Other5%
- US Government Bonds4%
Owners & executives
1 of 1
Brian Douglass
Chief Compliance OfficerCRD 1406770
Contacts
3 of 12
Gabriella Perez
Financial AdvisorCRD 6342349
Rod Kamps
CFP®CRD 2293492
Joseph Pence
Financial AdvisorCRD 2955554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$576M in ETFs
100%
$575M
0%
$576K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $91.6M | 1,248,438 | 15.92% |
Location
Tustin, CA
Orange
Location
Tustin, CA
Headquartered in Tustin, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 1432 Edinger Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
RMR Capital Management LLC
RIATustin, CA
Crosspoint Financial, LLC
RIATustin, CA
21 West Wealth Management LLC
RIATustin, CA
The Financial Advisors
RIATustin, CA
Barnett Financial Planning
RIATustin, CA
Vaughn Investment Advisors Inc
RIATustin, CA