NETWORK INVESTMENT ADVISORS INCORPORATED

Adviser information for NETWORK INVESTMENT ADVISORS INCORPORATED last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location New York, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 5
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 44 $15.8M
Non-Discretionary 124 $37.8M
Total 168 $53.6M

Clients

Type Number RAUM
Individuals 111 $34.8M
HNW Individuals 18 $18.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 16.2M
Portfolio Manager to Program Sponsor
NETWORK INVESTMENT ADVISORS INCORPORATED WRAP FEE PROGRAM NETWORK INVESTMENT ADVISORS INCORPORATED

Identifiers

SEC RIA File Number 801-112346
SEC ERA File Number 801-112346
SEC CIK Numbers None
SEC CRD Numbers 290927
Legal Entity Identifier None

Principal Office

353 VETERANS MEMORIAL HWY
SUITE 210
COMMACK
NY
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (631) 366-1999, Fax: 631-366-1728

Chief Compliance Officer

MOSS KAUFMAN
PRESIDENT & MANAGING MEMBER
353 VETERANS MEMORIAL HWY
SUITE 210
COMMACK
NY
United States
Tel: 631-366-1999
Fax: 631-366-1728
(Full email address available in API data)

Regulatory Contact

AARON S. KAUFMAN
COUNSEL
35 GREENE AVE
APT A
AMITYVILLE
NY
United States
Tel: 646-488-9488
Fax: 631-422-1650
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KAUFMAN, MOSS, JOSEPH Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 10/2017 > 75%

No. Employees, Historic

105020222023202420251 on 1/13/20224 on 3/31/20224 on 4/5/20225 on 3/30/20235 on 10/5/20235 on 3/29/2024

RAUM, Historic

60M30M0202220232024202553488357 on 1/13/202253488357 on 3/31/202253488357 on 4/5/202249503370 on 3/30/202349503370 on 10/5/202353611715 on 3/29/2024

No. Clients, Historic

20010002022202320242025127 on 1/13/2022127 on 3/31/2022127 on 4/5/2022129 on 3/30/2023129 on 10/5/2023129 on 3/29/2024