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Building 2FINANCIAL ADVISORS NETWORK, INC.

Map pinTUSTIN, CA
Phone714-597-6510
NotebookSEC #801-74613
Total AUM
$1.1B
Employees
22
Clients
823

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1432 EDINGER AVENUE
SUITE 200
TUSTIN
CA 92780
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
714-597-6510
Other Offices
1

ReceiptFinancials

Total AUM
$1.1B
Accounts
3,992
Discretionary
$1B
Accounts
3,725
Non-Discretionary
$61M
Accounts
267

ContactClients

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Individual Clients
488
AUM
$175.1M
HNW Individual Clients
328
AUM
$925.5M
Pension/Profit Sharing Plan Clients
7
AUM
$5.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CORPORATE TRUST SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOFLHIIDMDNCNYORTXUTWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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