Adviser Profile
| As of Date | 03/12/2025 |
| Registration status | Registration Changed to FINANCIAL NETWORK SPECIALISTS LLC |
| Contact Info | 303 xxxxxxx |
| AUM* | 115,174,403 33% |
| of that, discretionary | 99,366,824 24% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 959,787 37% |
| % High Net Worth | 100.00% 59% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds