Financial Resources Network Inc (Las Vegas)

Name: Financial Resources Network Inc
Address: 10916 Summer Quail Avenue, Las Vegas, NV, 89144 1457
Telephone: 702-242-2446

Financial Resources Network Inc is a large advisory firm based in Las Vegas. It manages $28.76 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts and Nevada.

Financial Resources Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, security ratings or pricing services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Resources Network: assets under management

The assets under management (AUM) of Financial Resources Network Inc is $28.76 million. The firm's AUM has gone down by -41% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Resources Network Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Financial Resources Network Inc

Rosalind Deborah Herman has been acting as President since 1 Jan 1994. Gregg Darrell Caplitz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Rosalind Deborah Herman	President/ceo	1 Jan 1994	75% - 100%	2641311
Gregg Darrell Caplitz	Chief compliance officer	1 Sep 2005	Other	1267058

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Financial Family Holdings Llc	Llc	1 Apr 2002	75% - 100%	86-1049634

Based in Las Vegas

The principal office where Financial Resources Network Inc performs its advisory services is located at 10916 Summer Quail Avenue, Las Vegas, NV 89144 1457, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 702-242-2446 or by fax 702-309-2447. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.insightonsite.com.