| 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 |
Financial Management Network Inc reports $1.8 billion in regulatory assets under management on its Form ADV.
Financial Management Network Inc reports 49 employees.
Financial Management Network Inc is based in Mission Viejo, CA and has been SEC-registered since 1991.
Financial Management Network Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.39B |
| Non-discretionary | $402.2M |
| Total (RAUM) | $1.8B |