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INVESTOR FAN
INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC
CRD 159301 · SEC 801-111660
AZ, United States
Phone
425-372-7517
Fax
425-372-7539
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$787.4M
Discretionary AUM
$787.4M
Team
18 total employees; 16 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 639 | $213.5M |
| High net worth individuals | 235 | $571.9M |
| Charitable organizations | 7 | $1.5M |
| Corporations/business entities | 6 | $537K |
States served
AZ, CA, GA, ID, IN, LA, MT, NV, NY, OR, PA, UT, VA, WA, TX, HI
All web addresses on file
- HTTP://WWW.PANFILI-FINANCIAL.COM
- HTTPS://WWW.RETIREMENTRISKMANAGERS.COM
- HTTPS://WWW.BOWHAYINVESTMENTS.COM
- HTTP://WWW.TEACHINVEST.COM
- HTTP://WWW.INVESTORFAN.COM
- HTTP://WWW.THEWAYTOINVEST.COM
- HTTPS://FACEBOOK.COM.SHERPAWEALTHSTRATEGIES
- HTTP://WWW.INVESTORSFIDUCIARYADVISORNETWORK.COM
- HTTPS://SHERPAWEALTHSTRATEGIES.COM
- https://www.steelheadwealth.com
- https://www.visiblewp.com
- https://www.visiblewealthplanning.com
Official SEC filing: View on IAPD