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Kathy Jane Merwin

FINANCIAL MANAGEMENT NETWORK INC·MISSION VIEJO, California
Unclaimed Profile
26041 ACERO, MISSION VIEJO, CA 92691CRD# 4434432Firm CRD# 110454
01

About

Kathy Jane Merwin is a registered financial advisor based in MISSION VIEJO, California, affiliated with FINANCIAL MANAGEMENT NETWORK INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL MANAGEMENT NETWORK INC
FINANCIAL MANAGEMENT NETWORK INC
AUM
$1.8B
Regulatory assets under management
Employees
49
Total firm employees
View all advisors at FINANCIAL MANAGEMENT NETWORK INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: QUARTERLY FEES
Regulatory
SEC/IARD CRD# 4434432
Firm CRD# 110454
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathy Jane Merwin offer?
Kathy Jane Merwin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MISSION VIEJO, California for a consultation.
What are Kathy Jane Merwin's credentials?
Kathy Jane Merwin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathy Jane Merwin located?
Kathy Jane Merwin is based in MISSION VIEJO, California, working with FINANCIAL MANAGEMENT NETWORK INC. Their office serves clients in the MISSION VIEJO metropolitan area and surrounding communities.
How does Kathy Jane Merwin charge for services?
Kathy Jane Merwin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: quarterly fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT NETWORK INC?
FINANCIAL MANAGEMENT NETWORK INC has approximately 49 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MISSION VIEJO
Matthew Scott Merwin — FINANCIAL MANAGEMENT NETWORK INCCraig Finch Cooper — RINCON PACIFIC MANAGEMENT INCSarah Shelton Macallister — RINCON PACIFIC MANAGEMENT INCScott Douglas Walker — WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITSWarren Boyd Isenberg — WALKER FINANCIAL ADVISORS, INC. DBA CALIFORNIA 457 BENEFITS
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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