N
CRD: 290927
Network Investment Advisors Incorporated
Commack, NY, 11725
6313661999
$57.4M Total AUM
$41.4M Disc. AUM
2.4% 3Y CAGR
5 Employees
118 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2017
- Office Locations
- 1
Office Locations
353 Veterans Memorial HWY Suite 210 Commack NY
About Network Investment Advisors Incorporated
Network Investment Advisors Incorporated is a Commack-based RIA. The firm has been operating for 8 years. Managing $57.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$57.4M AVG AUM / ADVISOR
$486.3K AVG AUM / CLIENT
8.8 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Legacy capital Vector legacy Harbor alpha
Investment Themes
Insight foundation Catalyst Vertex
Investment Vehicles
Vertex Pathway quantum
Services
Horizon ember Peak Alpha Optima Summit Insight catalyst Wave
Owner & Executives
MOSS JOSEPH KAUFMAN
Chief Compliance Officer, Managing Member
- CRD
- #733724
- Ownership
- 75% or more
(531) 876-9706
ember.timber@bridgecapital.com
in linkedin.com/in/focus-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,377,679 | $985,183 |
| Non-Discretionary | $16,011,420 | $121,299 |
| Total | $57,389,099 | $329,822 |
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Separately Managed Accounts
Total SMA Asset: $57,389,099
Equity - Exchange:
23.2% Cash:
30.8% Public Funds:
16.5% Municipal Bonds:
29.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $728,881,988 | 23.2% |
| Cash | $967,653,673 | 30.8% |
| Public Funds | $518,385,896 | 16.5% |
| Municipal Bonds | $926,811,149 | 29.5% |
| Total | $3,141,732,706 | 100.0% |