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ADVISORY SERVICES NETWORK

6600 Peachtree Dunwoody Rd.
Embassy Row 600, Suite 575
Atlanta, Georgia 30328
Tel: 770-352-0449

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About ADVISORY SERVICES NETWORK

ADVISORY SERVICES NETWORK, formally registered with the SEC as ADVISORY SERVICES NETWORK. The firm was established in 02/16/2010. They have over 85 offices throughout the country.

ADVISORY SERVICES NETWORK is a Atlanta, Georgia based Financial Planning firm with nearly $6,818,718,908 assets under management, offering retirement planning & investment advisory services to 24286 clients. The firm is staffed with 215 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#146051
SEC#801-71112
Assets Managed by Firm$6,818,718,908
No. of Clients24286
No. of Advisors215

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total24286$6,818,718,908
Individuals (other than high net worth individuals)13145$4,592,910,471
High net worth individuals1275$1,953,722,950
Pension and profit sharing plans75$41,480,453
Charitable organizations6$6,421,176
Corporations or other businesses138$212,470,030

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