NET FINANCIAL

Overview

Net Financial is structured as a limited liability company owned by an individual. The firm provides fee-based portfolio management services for individuals and small businesses, as well as for business or institutional clients, charging clients a percentage of assets under management. FINTRX classifies the adviser as unclassified and notes it is not an active ESG investor, not a multi-state adviser, and not a pension consultant. The firm is affiliated with a broker-dealer, which suggests broker-dealer relationships play a role in how it sources or executes investment business.

Assets & Accounts

Investments & Alternatives

Location & Offices