THE FINANCIAL NETWORK GROUP, LTD
Legal name: SIMPLY MONEY ADVISORS
CRD #106619 SEC #801-49136 CINCINNATI, OH 513-469-7500
SEC Registered
Total AUM
$788.2M
Discretionary
$788.2M
Employees
28
Clients
--
Accounts
1,849
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2018 | $788.2M | $788.2M | $0 | 28 | 10 |
| Sep 2018 | $788.2M | $788.2M | $0 | 28 | 10 |
| Jun 2018 | $788.2M | $788.2M | $0 | 28 | 10 |
| Mar 2018 | $788.2M | $788.2M | $0 | 28 | 10 |
| Aug 2017 | $711.6M | $711.6M | $0 | 31 | 1,800 |
| Mar 2017 | $711.6M | $711.6M | $0 | 31 | 1,800 |
| Aug 2016 | $699.3M | $699.3M | $0 | 35 | 1,800 |
| Mar 2016 | $688.6M | $688.6M | $0 | 35 | 1,800 |
| Feb 2016 | $688.6M | $688.6M | $0 | 35 | 1,800 |
| Aug 2015 | $693.9M | $693.9M | $0 | 37 | 1,800 |
| Jul 2015 | $693.9M | $693.9M | $0 | 37 | 1,800 |
| May 2015 | $693.9M | $693.9M | $0 | 37 | 1,800 |
| Mar 2015 | $693.9M | $693.9M | $0 | 37 | 1,800 |
| Mar 2015 | $693.9M | $693.9M | $0 | 37 | 1,800 |
| Dec 2014 | $648.4M | $646.1M | $2.4M | 27 | 2,000 |
| Nov 2014 | $648.4M | $646.1M | $2.4M | 27 | 2,000 |
| Nov 2014 | $648.4M | $646.1M | $2.4M | 22 | 2,000 |
| Sep 2014 | $648.4M | $646.1M | $2.4M | 22 | 2,000 |
| Sep 2014 | $648.4M | $646.1M | $2.4M | 22 | 2,000 |
| Jul 2014 | $648.4M | $646.1M | $2.4M | 22 | 2,000 |
| Mar 2014 | $648.4M | $646.1M | $2.4M | 22 | 2,000 |
| Mar 2014 | $648.4M | $646.1M | $2.4M | 22 | 2,000 |
| Feb 2014 | $648.4M | $646.1M | $2.4M | 22 | 2,000 |
| Dec 2013 | $675M | $672.8M | $2.2M | 17 | 2,000 |
| Sep 2013 | $675M | $672.8M | $2.2M | 17 | 2,000 |
| Apr 2013 | $675M | $672.8M | $2.2M | 17 | 2,000 |
| Feb 2013 | $675M | $672.8M | $2.2M | 17 | 2,000 |
| Nov 2012 | $644.4M | $636.8M | $7.6M | 22 | 2,000 |
| Aug 2012 | $644.4M | $636.8M | $7.6M | 11 | 2,000 |
| Jul 2012 | $644.4M | $636.8M | $7.6M | 11 | 2,000 |
| Jun 2012 | $644.4M | $636.8M | $7.6M | 11 | 2,000 |
| May 2012 | $644.4M | $636.8M | $7.6M | 11 | 2,000 |
| Mar 2012 | $644.4M | $636.8M | $7.6M | 11 | 2,000 |
| Feb 2012 | $590.2M | $581.7M | $8.5M | 11 | 2,000 |
| Feb 2012 | $590.2M | $581.7M | $8.5M | 11 | 2,000 |
| Jan 2012 | $590.2M | $581.7M | $8.5M | 11 | 2,000 |
| Apr 2011 | $590.2M | $581.7M | $8.5M | -- | -- |
| Apr 2011 | $590.2M | $581.7M | $8.5M | -- | -- |
| Feb 2011 | $590.2M | $581.7M | $8.5M | -- | -- |
| Dec 2010 | $456.4M | $449.6M | $6.8M | -- | -- |
| Oct 2010 | $456.4M | $449.6M | $6.8M | -- | -- |
| Jan 2010 | $456.4M | $449.6M | $6.8M | -- | -- |
| Apr 2009 | $348M | $331.8M | $16.3M | -- | -- |
| Feb 2009 | $396M | $378.8M | $17.1M | -- | -- |
| Jan 2009 | $396M | $378.8M | $17.1M | -- | -- |
| Mar 2008 | $396M | $378.8M | $17.1M | -- | -- |
| Oct 2007 | $357.5M | $333.4M | $24.1M | -- | -- |
| Mar 2007 | $357.5M | $333.4M | $24.1M | -- | -- |
| Mar 2006 | $278.6M | $220.1M | $58.5M | -- | -- |
| Nov 2005 | $163.5M | $102.5M | $61M | -- | -- |
| May 2005 | $163.5M | $102.5M | $61M | -- | -- |
| May 2005 | $163.5M | $102.5M | $61M | -- | -- |
| Mar 2004 | $25.9M | $25.9M | $0 | -- | -- |
| Oct 2003 | $99.3M | $36.7M | $62.6M | -- | -- |
| Mar 2002 | $44.1M | $0 | $44.1M | -- | -- |
DateSep 2018
Total AUM$788.2M
Discretionary$788.2M
Non-Disc.$0
Employees28
Clients10
DateSep 2018
Total AUM$788.2M
Discretionary$788.2M
Non-Disc.$0
Employees28
Clients10
DateJun 2018
Total AUM$788.2M
Discretionary$788.2M
Non-Disc.$0
Employees28
Clients10
DateMar 2018
Total AUM$788.2M
Discretionary$788.2M
Non-Disc.$0
Employees28
Clients10
DateAug 2017
Total AUM$711.6M
Discretionary$711.6M
Non-Disc.$0
Employees31
Clients1,800
DateMar 2017
Total AUM$711.6M
Discretionary$711.6M
Non-Disc.$0
Employees31
Clients1,800
DateAug 2016
Total AUM$699.3M
Discretionary$699.3M
Non-Disc.$0
Employees35
Clients1,800
DateMar 2016
Total AUM$688.6M
Discretionary$688.6M
Non-Disc.$0
Employees35
Clients1,800
DateFeb 2016
Total AUM$688.6M
Discretionary$688.6M
Non-Disc.$0
Employees35
Clients1,800
DateAug 2015
Total AUM$693.9M
Discretionary$693.9M
Non-Disc.$0
Employees37
Clients1,800
DateJul 2015
Total AUM$693.9M
Discretionary$693.9M
Non-Disc.$0
Employees37
Clients1,800
DateMay 2015
Total AUM$693.9M
Discretionary$693.9M
Non-Disc.$0
Employees37
Clients1,800
DateMar 2015
Total AUM$693.9M
Discretionary$693.9M
Non-Disc.$0
Employees37
Clients1,800
DateMar 2015
Total AUM$693.9M
Discretionary$693.9M
Non-Disc.$0
Employees37
Clients1,800
DateDec 2014
Total AUM$648.4M
Discretionary$646.1M
Non-Disc.$2.4M
Employees27
Clients2,000
DateNov 2014
Total AUM$648.4M
Discretionary$646.1M
Non-Disc.$2.4M
Employees27
Clients2,000
DateNov 2014
Total AUM$648.4M
Discretionary$646.1M
Non-Disc.$2.4M
Employees22
Clients2,000
DateSep 2014
Total AUM$648.4M
Discretionary$646.1M
Non-Disc.$2.4M
Employees22
Clients2,000
DateSep 2014
Total AUM$648.4M
Discretionary$646.1M
Non-Disc.$2.4M
Employees22
Clients2,000
DateJul 2014
Total AUM$648.4M
Discretionary$646.1M
Non-Disc.$2.4M
Employees22
Clients2,000
DateMar 2014
Total AUM$648.4M
Discretionary$646.1M
Non-Disc.$2.4M
Employees22
Clients2,000
DateMar 2014
Total AUM$648.4M
Discretionary$646.1M
Non-Disc.$2.4M
Employees22
Clients2,000
DateFeb 2014
Total AUM$648.4M
Discretionary$646.1M
Non-Disc.$2.4M
Employees22
Clients2,000
DateDec 2013
Total AUM$675M
Discretionary$672.8M
Non-Disc.$2.2M
Employees17
Clients2,000
DateSep 2013
Total AUM$675M
Discretionary$672.8M
Non-Disc.$2.2M
Employees17
Clients2,000
DateApr 2013
Total AUM$675M
Discretionary$672.8M
Non-Disc.$2.2M
Employees17
Clients2,000
DateFeb 2013
Total AUM$675M
Discretionary$672.8M
Non-Disc.$2.2M
Employees17
Clients2,000
DateNov 2012
Total AUM$644.4M
Discretionary$636.8M
Non-Disc.$7.6M
Employees22
Clients2,000
DateAug 2012
Total AUM$644.4M
Discretionary$636.8M
Non-Disc.$7.6M
Employees11
Clients2,000
DateJul 2012
Total AUM$644.4M
Discretionary$636.8M
Non-Disc.$7.6M
Employees11
Clients2,000
DateJun 2012
Total AUM$644.4M
Discretionary$636.8M
Non-Disc.$7.6M
Employees11
Clients2,000
DateMay 2012
Total AUM$644.4M
Discretionary$636.8M
Non-Disc.$7.6M
Employees11
Clients2,000
DateMar 2012
Total AUM$644.4M
Discretionary$636.8M
Non-Disc.$7.6M
Employees11
Clients2,000
DateFeb 2012
Total AUM$590.2M
Discretionary$581.7M
Non-Disc.$8.5M
Employees11
Clients2,000
DateFeb 2012
Total AUM$590.2M
Discretionary$581.7M
Non-Disc.$8.5M
Employees11
Clients2,000
DateJan 2012
Total AUM$590.2M
Discretionary$581.7M
Non-Disc.$8.5M
Employees11
Clients2,000
DateApr 2011
Total AUM$590.2M
Discretionary$581.7M
Non-Disc.$8.5M
Employees--
Clients--
DateApr 2011
Total AUM$590.2M
Discretionary$581.7M
Non-Disc.$8.5M
Employees--
Clients--
DateFeb 2011
Total AUM$590.2M
Discretionary$581.7M
Non-Disc.$8.5M
Employees--
Clients--
DateDec 2010
Total AUM$456.4M
Discretionary$449.6M
Non-Disc.$6.8M
Employees--
Clients--
DateOct 2010
Total AUM$456.4M
Discretionary$449.6M
Non-Disc.$6.8M
Employees--
Clients--
DateJan 2010
Total AUM$456.4M
Discretionary$449.6M
Non-Disc.$6.8M
Employees--
Clients--
DateApr 2009
Total AUM$348M
Discretionary$331.8M
Non-Disc.$16.3M
Employees--
Clients--
DateFeb 2009
Total AUM$396M
Discretionary$378.8M
Non-Disc.$17.1M
Employees--
Clients--
DateJan 2009
Total AUM$396M
Discretionary$378.8M
Non-Disc.$17.1M
Employees--
Clients--
DateMar 2008
Total AUM$396M
Discretionary$378.8M
Non-Disc.$17.1M
Employees--
Clients--
DateOct 2007
Total AUM$357.5M
Discretionary$333.4M
Non-Disc.$24.1M
Employees--
Clients--
DateMar 2007
Total AUM$357.5M
Discretionary$333.4M
Non-Disc.$24.1M
Employees--
Clients--
DateMar 2006
Total AUM$278.6M
Discretionary$220.1M
Non-Disc.$58.5M
Employees--
Clients--
DateNov 2005
Total AUM$163.5M
Discretionary$102.5M
Non-Disc.$61M
Employees--
Clients--
DateMay 2005
Total AUM$163.5M
Discretionary$102.5M
Non-Disc.$61M
Employees--
Clients--
DateMay 2005
Total AUM$163.5M
Discretionary$102.5M
Non-Disc.$61M
Employees--
Clients--
DateMar 2004
Total AUM$25.9M
Discretionary$25.9M
Non-Disc.$0
Employees--
Clients--
DateOct 2003
Total AUM$99.3M
Discretionary$36.7M
Non-Disc.$62.6M
Employees--
Clients--
DateMar 2002
Total AUM$44.1M
Discretionary$0
Non-Disc.$44.1M
Employees--
Clients--