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Jeffrey G Merwin Irrevocable Trust, Dated December 29, 2021

TrustFinancial Management Network Inc

About Jeffrey G Merwin Irrevocable Trust, Dated December 29, 2021

Jeffrey G Merwin Irrevocable Trust, Dated December 29, 2021 is listed as Trust at Financial Management Network Inc in Mission Viejo, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Financial Management Network Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey G Merwin Irrevocable Trust, Dated December 29, 2021 work?

Jeffrey G Merwin Irrevocable Trust, Dated December 29, 2021 is listed as Trust at Financial Management Network Inc on SEC Form ADV.

How much of Financial Management Network Inc does Jeffrey G Merwin Irrevocable Trust, Dated December 29, 2021 own?

Form ADV reports a beneficial ownership band of 25-50%.

Financial Management Network Inc

TitleTrust
Ownership25-50%
Control personYes
Since2021