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Financial Management Network Inc CRD 110454
$2.14B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
26041 Acero, Mission Viejo, CA 92691 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-06-13 |
| MN | RA | APPROVED | 2024-03-26 |
| LA | RA | APPROVED | 2023-05-15 |
| TX | RA | APPROVED | 2007-03-22 |
| CA | RA | APPROVED | 1992-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Management Network Inc | Laguna Hills | CA | 11/1991 | Present |
| Fmn Capital Coproration | Laguna Hills | CA | 01/1995 | Present |
1. FMN CENTERPOINT, LLC.; OWNS COMMERCIAL REAL ESTATE; MATTHEW S. MERWIN OWNS 55% OF FMN CENTERPOINT, LLC 2. REALTY WEALTH SOLUTIONS; PROVIDES REALTY SERVICES; MATTHEW S. MERWIN OWNS 50% OF REALTY WEALTH SOLUTIONS 3. Serves as a special trustee for the Baughman Opportunity trust. 4. Has a life and disability license; along with a Property and Casualty License.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-02-01 |
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