Financial Network Specialists LLC is an adviser based in Greenwood Village. It manages $55 million of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.
Financial Network Specialists provides financial planning services and 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 Network Specialists LLC is $55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 57% 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 Network Specialists LLC 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.
Mitchell Don Miller has been acting as President since 1 May 1997. Susan Wagers Miller joined the executive team most recently as the Ceo.
The principal office where Financial Network Specialists LLC performs its advisory services is located at 5220 S Ulster St Unit 2210, Greenwood Village, CO 80111, 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 303-520-5187. The normal business hours are 7:00am to 3:00pm on Monday - Friday.