The ADVISORNET FINANCIAL, INC. is a privately held investment adviser that advises $3.15Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ADVISORNET FINANCIAL, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets decreased by 11.88% over the last 5-years.
The Group has been registered with the SEC for 13.93 years and is comprised of 1 filing and 0 relying advisers. They operate out of 21 office locations with their Headquarters at 110 CHESHIRE LANE SUITE 200, MINNETONKA, MINNESOTA. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 131 employees comprised of 68 investment and 63 non-investment staff. The total number of Employees decreased by 7.75% over the last 5-years.
Their $3.15Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 15 other accounts. Assets of High Net Worth Individuals clients own $2.26Bn or 71.91% of Total Assets and Individuals own $867.72mn or 27.55% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
ADVISORNET FINANCIAL, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.