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Financial Management Network Inc

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 13, 2019
    • $695.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 864
      Accounts
    • $805.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

21

name start date
Tracy Reinhold Olson
December 2007
Aran Garis Sahagun
April 2017
Steve James Friedman
July 2011
Richard James Rang
October 2004
Joseph Anthony Cavallo
May 2009

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Fmn Capital Corporation Broker-Dealer --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Kathy Jane Merwin Trustee April, 2001 less than 5%
      Jeffrey George Merwin Chief Compliance Officer July, 2016 less than 5%
      Matthew Scott Merwin President/Trustee November, 1991 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees
        • Other