Network For Financial Independence LLC is a large advisory firm based in Pittsburgh. It manages $55 million of regulatory assets for 675 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Pennsylvania.
Network For Financial Independence provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Network For Financial Independence LLC is $55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1% 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 Network For Financial Independence LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
The principal office where Network For Financial Independence LLC performs its advisory services is located at 400 Mcknight Park Drive, Pittsburgh, PA 15237, which is also the mailing address of the firm. An additional office of the firm is in Monroeville, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-635-9634 or by fax 412-635-7251. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.netfinind.com.