Financial Network Specialists LLC (Greenwood Village)

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.

Financial Network Specialists: assets under management

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 firm manages $55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.33 thousand each.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Financial Network Specialists LLC

Mitchell Don Miller has been acting as President since 1 May 1997. Susan Wagers Miller joined the executive team most recently as the Ceo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mitchell Don Miller	President	1 May 1997	50% - 75%	851682
Susan Wagers Miller	Ceo	1 May 1997	50% - 75%	731755

Based in Greenwood Village

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.