PRIVATE ADVISOR NETWORK, LLC

Overview

Private Advisor Network, LLC is an SEC-registered investment adviser organized as an LLC and operating since 2018. The firm provides portfolio management services targeted at individuals and small businesses and is organized as a related adviser with ties to other advisory and broker-dealer organizations. Its stated fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which points to a mix of ongoing investment management and project-based financial planning or consulting work. The firm is not identified as an active ESG investor and does not report multi-state advisory activity. It is classified as an unclassified adviser and is not flagged as a capital allocator, suggesting the adviser relies on third-party managers and pooled vehicles rather than running its own private investment funds. Affiliations with a broker-dealer and other investment advisers indicate Private Advisor Network typically operates within a broader distribution or platform relationship rather than as a standalone, large-scale RIA.

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Investments & Alternatives

Location & Offices