FINANCIAL MANAGEMENT NETWORK INC

MISSION VIEJO, California·5 registered advisors·CRD# 110454

SEC# 801-404731949-455-0300

01

Firm Overview

AUM

$1.8B

Regulatory assets under management

Employees

49

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: QUARTERLY FEES

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at FINANCIAL MANAGEMENT NETWORK INC

5 registered advisors

Jeffrey George Merwin

MISSION VIEJO, California

MISSION VIEJO, California

Kathy Jane Merwin

MISSION VIEJO, California

Matthew Michael Merwin

MISSION VIEJO, California

Matthew Scott Merwin

MISSION VIEJO, California

05

Office Locations

MISSION VIEJO, California

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Data sourced from SEC Form ADV filings. FINANCIAL MANAGEMENT NETWORK INC (CRD# 110454) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.