Investment adviser · CRD 106619
SIMPLY MONEY ADVISORS
Investment adviser filing (IA)
THE FINANCIAL NETWORK GROUP, LTD
CINCINNATI, OH, United States · Form ADV filed Sep 21, 2018
- Regulatory AUM
- $788M Form ADV · Item 5.F
- Client accounts
- 1,849 Accounts, not individual clients
- Employees
- 28 Reported in this filing
- Advisory professionals
- 16 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 1,657 | $491,948,303 | 62.4% |
| High-net-worth individuals | 192 | $296,273,812 | 37.6% |
Filing source
Form ADV 1241983 · Sep 21, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 21, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7890 E KEMPER ROAD, SUITE 200CINCINNATI, OH, 45249, United States
CRD 106619
Filing source
Form ADV 1241983 · Sep 21, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.