NETWORK INVESTMENT ADVISORS INCORPORATED

RIASEC RegisteredEst. 2018

Total AUM

$57.4M

Discretionary

$41.4M

72% of AUM

Avg account

$330K

Accounts

174

Employees

Advisory reps

Firm details

Headquarters: COMMACK, New York
CRD number: 290927
Registered since: January 19, 2018
Website: www.networkcapitalservices.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals63.97%
HNWI36.03%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Network Investment Advisors Incorporated operates as an independent registered investment advisor, focusing on providing financial planning and portfolio management services primarily for individuals and families. Established in 2018, the firm is structured as a corporation and is owned by an individual. Its business activities encompass a range of advisory services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.