Financial Network Specialists LLC
Firm details
- Headquarters
- ,
- CRD number
- 109037
- Registered since
- March 10, 2025
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Network Specialists LLC is a small, fee-for-service registered adviser focused on portfolio management for individual and family clients and small businesses. The firm runs a predominantly equity-oriented strategy, favoring exchange-traded securities as the primary implementation vehicle. It operates under a fixed-fee model rather than percentage-based advisory fees and does not profile itself as an ESG investor. The adviser appears to run primarily discretionary mandates while maintaining a portion of assets under non-discretionary arrangements.
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 Equities71%
- US Government Bonds28%
- Cash & Cash Equivalents1%
Contacts
1 of 1Mitchell Miller
OwnerCRD 851682
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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