Date Published: September 13, 2013
Summary Power Point Deck: 32 Slides
Reference Power Point Deck: 352 Slides
Fiduciary Network was founded by Mark Hurley in 2007. It is based in Dallas, TX, has $12.5 billion assets under management, and is led by its CEO Mark Hurley. Fiduciary Network's web sites can be found at www.fiduciarynetwork.com, www.adviserinvestment.com, www.kobreninsightmanagement.com, www.brightworth.com, www.fundmastery.com, www.setonsmoke.com, www.evensky.com, www.gibsoncapital.com, www.keatsconnelly.com, www.legacywealth.com, www.regentatlantic.com, www.shadv.com, & www.soltisadvisors.com.
Fiduciary Network's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Initial Acquisitions Phase
- Follow-On Acquisitions Phase
- Maturation Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, assets under management, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
- Adviser Investments
- Brouwer & Janachowski
- Evensky & Katz
- Gibson Capital
- Keats, Connelly, & Associates
- Legacy Wealth Management
- Regent Atlantic Capital
- Sand Hill Advisors
- Soltis Investment Advisors
And its profile concludes with the highlights of its organizational structure & ownership.