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FINANCIAL MANAGEMENT NETWORK INC
MISSION VIEJO, CA
949-455-0300
SEC #801-40473Total AUM
$2.1B
Employees
50Clients
1,533Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
26041 ACERO
MISSION VIEJO
CA 92691
United States
MISSION VIEJO
CA 92691
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
949-455-0300
Other Offices
2
Financials
Total AUM
$2.1B
Accounts
4,474Discretionary
$1.6B
Accounts
4,296Non-Discretionary
$584M
Accounts
178
Clients
Individual Clients
919AUM
$260.8M
HNW Individual Clients
460AUM
$1.3B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
131AUM
$598.5M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
7AUM
$14.9M
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
11AUM
$6.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
QUARTERLY FEES
Compliance
Disclosures
None reported
State Registrations
AZCACOFLHIIDKSLAMNNCNMNVNYOHORSCTNTXUTVAVTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.