Financial Advisors Network, Inc. is a large advisory firm based in Tustin. It manages $286.22 million of regulatory assets for 1,621 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Arizona, California, Hawaii, and 4 other states.
Financial Advisors Network provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Financial Advisors Network, Inc. is $286.22 million. The firm's AUM has grown by 178% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Financial Advisors Network, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Rod Hundley Kamps is high net worth individuals with 93 clients and $181.46 million of assets under management. Among the 9 most similar advisory firms, Financial Advisors Network has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $286.22 million for 451 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Financial Advisors Network doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Rod Hundley Kamps has been acting as President since 1 Sep 2011. Brian Leaman Douglass joined the executive team most recently as the Chief Compliance Officer.
The principal office where Financial Advisors Network, Inc. performs its advisory services is located at 1432 Edinger Avenue, Tustin, CA 92780, which is also the mailing address of the firm. An additional office of the firm is in Chapel Hill, NC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-526-7726 or by fax 714-597-6518. The normal business hours are 8:30am-5:00pm, lunch: 1:00pm-1:30pm on Monday - Friday. You can find more information about the New York firm at financialadvisorsnetwork.net.