Security Advisors Network, LLC (Phoenixville)

Security Advisors Network, LLC is a large advisory firm based in Phoenixville. It manages $36.78 million of regulatory assets for 232 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Jersey, New York, and Pennsylvania.

Security Advisors Network provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Security Advisors Network: assets under management

The assets under management (AUM) of Security Advisors Network, LLC is $36.78 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.22 million in discretionary accounts and $2.56 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $157.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $170.88 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Security Advisors Network, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Security Advisors Network, LLC

Jean Pierre George Bouvel has been acting as President since 1 Jul 2000. Stephane Eric Bouvel joined the executive team most recently as the Member; Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jean Pierre George Bouvel	President	1 Jul 2000	50% - 75%	1016538
James Daniel Schlegel	Ceo	1 Jul 2000	50% - 75%	814714
Jean Pierre Georges Bouvel	Managing member; chief compliance officer	1 Jul 2000	75% - 100%	1016538
Stephane Eric Bouvel	Member; portfolio manager	1 Mar 2006	Other	4739811

Based in Phoenixville

The principal office where Security Advisors Network, LLC performs its advisory services is located at 1220 Valley Forge Road, Phoenixville, PA 19460, which is also the mailing address of the firm. An additional office of the firm is in Allentown, PA. It doesn’t run an office outside of the United States.