CRD: 109037
Financial Network Specialists LLC
Lone Tree, CO
3035205187
$129.8M Total AUM
$108.8M Disc. AUM
-- 3Y CAGR
1 Employees
72 ADV. Clients
29 yrs Firm Age
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- Custodian
- Etrade ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-1997
- Office Locations
- 1
Office Locations
-- Lone Tree CO
About Financial Network Specialists LLC
Financial Network Specialists LLC is a Lone Tree-based RIA. The firm has been operating for 29 years. Managing $129.8M in total assets under management, with 1 advisory representatives. They custody assets with Etrade and Interactive Brokers. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$129.8M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
29.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
Radial Harbor frontier Timber
Investment Themes
Element meridian Value
Investment Vehicles
Signal
Services
Zenith Optima Pioneer vector Atlas Element fusion Harbor eagle
Owner & Executives
M
MITCHELL DON MILLER
Chief Compliance Officer, Owner, President
- CRD
- #851682
- Ownership
- 50% but less than 75%
(785) 337-7239
prime.atlas@fusioncapital.com
in linkedin.com/in/crest-radial
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $108,762,301 | $937,606 |
| Non-Discretionary | $21,010,530 | $840,421 |
| Total | $129,772,831 | $920,375 |
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Separately Managed Accounts
Total SMA Asset: $129,772,831
Equity - Exchange:
13.5% U.S. Government/Agency:
38.7% Cash:
47.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $722,143,253 | 13.5% |
| U.S. Government/Agency | $2,070,143,993 | 38.7% |
| Cash | $2,556,922,038 | 47.8% |
| Total | $5,349,209,284 | 100.0% |