Financial Management Network Inc.
Financial Management Network Inc. (CRD# 110454) is a financial advisory firm headquartered in Mission Viejo, CA. They manage $1,478,373,298 in 4,072 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management1,478MILLION
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Total Number of Accounts4,072ACCOUNTS
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Average Account Value$363,058
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CO, FL, HI, ID, KS, LA, MN, NC, NM, NV, OH, OR, SC, TN, TX, UT, VA, VT, WA
Lisa Banning (CRD# 3192570) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 24 years of experience in the finance industry.
Joseph Cavallo (CRD# 5321819) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 15 years of experience in the finance industry.
Matthew Conner (CRD# 2737273) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 27 years of experience in the finance industry.
Kevin Darger (CRD# 2660153) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 27 years of experience in the finance industry.
Mark Donahue (CRD# 1737053) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 30 years of experience in the finance industry.
Curtis Farrell (CRD# 1282232) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 31 years of experience in the finance industry.
Steve Friedman (CRD# 2420268) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 30 years of experience in the finance industry.
Jeffrey Holt (CRD# 1334807) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 39 years of experience in the finance industry.
Jeffrey Merwin (CRD# 5165996) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 13 years of experience in the finance industry.
Matthew Merwin (CRD# 5930281) is an Investment Advisor Representative working at Financial Management Network Inc. in Mission Viejo, CA and has over 10 years of experience in the finance industry.