Financial Advisors Network, Inc.
Financial Advisors Network, Inc. is an SEC-registered investment adviser headquartered in Tustin, California, founded in 2011. With approximately 13 employees, the firm provides comprehensive financial planning and wealth management services primarily to individual and high-net-worth clients. Their focus is on personalized service, ongoing education, and full-service planning that integrates all aspects of a client’s financial life.
Investment Strategy
Financial Advisors Network, Inc. offers personalized wealth management with an emphasis on comprehensive financial planning, portfolio management for individuals and families, and ongoing client education. Their strategy centers on empowering clients through education, regular communication, and a holistic approach to ensure all financial pieces support one another. The firm primarily manages discretionary assets for U.S. individual investors, including high-net-worth individuals, and employs diversified strategies tailored to clients’ evolving needs.
Top Holdings
Equity Positions (189)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 12.00% | $79.5M | 1,079,779 | $72.12 | $73.63 | -$3.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.34% | $55.2M | 968,406 | $48.38 | $57.01 | +$7.9M |
S SCHG | SCHWAB STRATEGIC TR | 5.37% | $35.6M | 1,218,280 | $27.86 | $29.21 | +$6.0M |
V VTV | VANGUARD INDEX FDS | 5.07% | $33.6M | 190,127 | $169.89 | $176.74 | +$3.1M |
V VUG | VANGUARD INDEX FDS | 4.36% | $28.9M | 65,841 | $411.79 | $438.40 | +$5.6M |