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INVESTOR FAN
Legal name: INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC
CRD 159301File 801-111660
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$787.4M
Above cohort median (national)
Discretionary AUM
$787.4M
Clients
887
2,236 accounts
Employees
18
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 11, 2017
- Principal office
- Not reported
- Phone
- 425-372-7517
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $787.4M
- Discretionary AUM
- $787.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,236
- Non-discretionary accounts
- 0
- Total accounts
- 2,236
- AUM per client
- $888K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $537K |
| Charitable organizations | 7 | $1.5M |
| High net worth individuals | 235 | $571.9M |
| Individuals (other than high net worth individuals) | 639 | $213.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.