6600 Peachtree Dunwoody Rd.
Embassy Row 600, Suite 575
Atlanta, Georgia 30328
Tel: 770-352-0449
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 146051 |
SEC# | 801-71112 |
Assets Managed by Firm | $6,818,718,908 |
No. of Clients | 24286 |
No. of Advisors | 215 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 24286 | $6,818,718,908 |
Individuals (other than high net worth individuals) | 13145 | $4,592,910,471 |
High net worth individuals | 1275 | $1,953,722,950 |
Pension and profit sharing plans | 75 | $41,480,453 |
Charitable organizations | 6 | $6,421,176 |
Corporations or other businesses | 138 | $212,470,030 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$746,325,416,693 | 38517 | 2895 | |
$61,369,856,545 | 124201 | 2105 | |
$35,289,452,223 | 7542 | 44 | |
$33,827,869,628 | 39 | 879 | |
$33,178,196,876 | 12286 | 28 |
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