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).
Current Firm Details
Financial Management Network Inc.
By the Numbers
-
Total Assets Under Management1,478MILLION
-
Total Number of Accounts4,072ACCOUNTS
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Average Account Value$363,058
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, HI, ID, KS, LA, MN, NC, NM, NV, OH, OR, SC, TN, TX, UT, VA, VT, WA
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