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FINANCIAL ADVISORS NETWORK, INC.
CRD 152083 · SEC 801-74613
1432 EDINGER AVENUE, SUITE 200, TUSTIN, CA, 92780, United States
Phone
714-597-6510
Fax
714-597-6518
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$1.05B
Team
22 total employees; 12 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsCORPORATE TRUST SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 488 | $175.1M |
| High net worth individuals | 328 | $925.5M |
| Pension/profit sharing plans | 7 | $5.4M |
States served
AK, AZ, CA, CO, ID, MD, NY, NC, OR, UT, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD