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.
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 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.
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.
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.
You can reach the main office by calling the phone number 610-933-3300 or by fax 610-933-9190. The normal business hours are 8am to 4pm on Monday - Friday.