RIA Intel›Advisers›Massachusetts›FINANCIAL NETWORK GROUP LEGACY ADVISERS

FINANCIAL NETWORK GROUP LEGACY ADVISERS

Advisory

MA

Data as of Jul 23, 2025 · Source: SEC Form ADV

Rank in MA

#1,486

of 1,590 advisers by AUM

Average account

$172K

across 32 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2025.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$1M

Non-Discretionary AUM$4M

Discretionary %25%

Total Clients10

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

10 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

OSHIMA & ASSOCIATES

$6M

STONESTREET FINANCIAL, INC.

$5M

JOHN R. POWER DBA

$5M

GREY, DAVID LAWRENCE

$6M

C. SILK & SONS, INC.

$5M

SHANZER, HERBERT MARTIN

$5M

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