The Financial Network Group

Overview

The Financial Network Group is a small, privately held limited liability company that provides financial planning and portfolio management services to individuals and families, with a particular focus on small businesses. The firm's activities combine accounting services with advisory work; the FINTRX snapshot lists its business activity as accountant and its advisory activities as financial planning services and portfolio management for individuals and small businesses. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Regulatory and operational attributes in the snapshot indicate the firm is not positioned as a multi-state adviser or pension consultant, and it does not identify as an active ESG investor. It is classified as a qualified custodian and maintains an industry affiliation with a broker-dealer. The firm is not reported to act as a capital allocator.

Assets & Accounts

Investments & Alternatives