Financial Services Network, Inc is an adviser based in Sarasota. It manages $50.12 million of regulatory assets for 77 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.
Financial Services Network provides portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Financial Services Network, Inc is $50.12 million. The firm's AUM has gone down by -10% 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 Financial Services Network, Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Randall Thomas Arnaud has been acting as President since 1 Jan 1995. Roger Talmage Frazee joined the executive team most recently as the Chief Compliance Officer & Principal.
The principal office where Financial Services Network, Inc performs its advisory services is located at 3400 South Tamiami Trail, Sarasota, FL 34239, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 941-366-0110 or by fax 941-366-4733. The normal business hours are 9am - 4pm on Monday - Friday.