Financial Management Network Inc
● SEC registered since 1991CRD 110454SEC# 801-40473Mission Viejo, CA
Reg. AUM
$2.14B
Employees
50
Accounts
4,474
Location
Mission Viejo, CA
Financial Management Network Inc assets under management
Financial Management Network Inc operates as an SEC-registered investment adviser based in Mission Viejo, CA. The firm has been registered since 1991. It reports $2.1 billion in regulatory assets under management and employs 50 people.
Financial Management Network Inc owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fmn Esop Utd 09/22/2006 | Trust | 10-25% | 2008 |
| Jeffrey G Merwin Irrevocable Trust, Dated December 29, 2021 Control | Trust | 25-50% | 2021 |
| Jeffrey George Merwin Control | Managing Partner/Ttee"/Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Financial Management Network Inc manage?
Financial Management Network Inc reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Financial Management Network Inc have?
Financial Management Network Inc reports 50 employees.
Where is Financial Management Network Inc located?
Financial Management Network Inc is based in Mission Viejo, CA and has been SEC-registered since 1991.
Does Financial Management Network Inc disclose fund performance?
Financial Management Network Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 26041 Acero, Mission Viejo, CA 92691 |
| Phone | 949-455-0300 |
| Fax | 949-716-7413 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.14B▲ 19%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$2.14Bregulatory AUM
Discretionary $1.56BNon-discretionary $584M