Financial Management Network is an investment advisor in Mission Viejo with $1.33 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
330490707
SEC advisor number
801-40473
FINRA CRD number
110454
AUM ?
$1.48 bn
(as of 26 Mar 24)
Accounts
4,072
(as of 26 Mar 24)
Employees
48
(21 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
22 Jan 24
13F-HR
Quarterly holdings report by institutional manager
23 Oct 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22