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$5.5M Total AUM
$1.4M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
10 yrs Firm Age
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- Custodian
- John Hancock ยท State Street
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-07-2016
- Office Locations
- 1
Office Locations
-- Milton MA
About THE Financial Network Group
THE Financial Network Group is a Milton-based RIA. The firm has been operating for 10 years. Managing $5.5M in total assets under management, with 1 advisory representatives. They custody assets with John Hancock and State Street.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$550.0K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Owner & Executives
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P
PATRICK RENISON LYTE
President
- CRD
- #4931896
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,375,000 | -- |
| Non-Discretionary | $4,125,000 | -- |
| Total | $5,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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