Financial Management Network INC
Mission Viejo, CA·SEC-registered · CRD #110454
Financial Management Network INC is an SEC-registered investment advisory firm in Mission Viejo, CA managing $2.1B across 4.7k client accounts, with 21 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
4.7k
Advisory staff
21
Fee model
Fee-based
How Financial Management Network INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Financial Management Network INC
How much does Financial Management Network INC manage?
Per its most recent SEC Form ADV filing (12/19/2025), Financial Management Network INC reports $2.1B in regulatory assets under management across roughly 4.7k client accounts.
How does Financial Management Network INC charge?
Financial Management Network INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Financial Management Network INC a fiduciary?
Yes. Financial Management Network INC is registered with the U.S. Securities and Exchange Commission (CRD #110454), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Financial Management Network INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Financial Management Network INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Mission Viejo, CA
Profile compiled from Financial Management Network INC's public SEC Form ADV filing (CRD #110454, filed 12/19/2025). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Financial Management Network INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Financial Management Network INC? Claim this profile.