Financial Resources Network Inc is a large advisory firm based in Las Vegas. It manages $28.76 million of regulatory assets for 252 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts and Nevada.
Financial Resources Network provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, security ratings or pricing services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Financial Resources Network Inc is $28.76 million. The firm's AUM has gone down by -41% 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 Resources Network Inc for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Rosalind Deborah Herman has been acting as President since 1 Jan 1994. Gregg Darrell Caplitz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Financial Resources Network Inc performs its advisory services is located at 10916 Summer Quail Avenue, Las Vegas, NV 89144 1457, which is also the mailing address of the firm. An additional office of the firm is in Wilmington, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 702-242-2446 or by fax 702-309-2447. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.insightonsite.com.