Investor's Fiduciary Advisor Network, LLC (Snoqualmie)
Investor's Fiduciary Advisor Network, LLC is a large advisory firm based in Snoqualmie. It manages $134.27 million of regulatory assets for 949 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of California, Idaho, Montana, and 3 other states.
Investor's Fiduciary Advisor Network provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Investor's Fiduciary Advisor Network: assets under management
The assets under management (AUM) of Investor's Fiduciary Advisor Network, LLC is $134.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in other assets the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Investor's Fiduciary Advisor Network, LLC for their services and products based on a percentage of assets under management. 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.
What kind of clients Investor's Fiduciary Advisor Network serves?
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Investor's Fiduciary Advisor Network is individuals with 428 clients and $88.15 million of assets under management. Among the 9 most similar advisory firms, Investor's Fiduciary Advisor Network has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $134.27 million for 457 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.
Investor's Fiduciary Advisor Network doesn't advise any private funds.
Careers at Investor's Fiduciary Advisor Network, LLC
The company employs 8 people that are either part- or full-time employees. 88 percent of the employees work as investment advisers or researchers. 8 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Snoqualmie
The principal office where Investor's Fiduciary Advisor Network, LLC performs its advisory services is located at 7303 Cranberry Ct Se, Snoqualmie, WA 98065 The mailing address of the firm is 7829 Center Blvd. #304, Snoqualmie, WA 98065. An additional office of the firm is in La Grande, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-372-7517 or by fax 425-372-7539. The normal business hours are 7-4 on Monday - Friday. You can find more information about the New York firm at investorfan.com.
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