Investment adviser · CRD 110454

FINANCIAL MANAGEMENT NETWORK INC

Investment adviser filing (IA)

MISSION VIEJO, CA, United States · Form ADV filed Dec 19, 2025

Regulatory AUM: $2.14B
Client accounts: 4,474
Employees: 50
Advisory professionals: 21

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	460	$1,263,313,902	58.9%
Retirement plans	131	$598,462,589	27.9%
Individuals	919	$260,768,663	12.2%
Insurance companies	7	$14,909,015	0.7%
Corporations & businesses	11	$6,197,912	0.3%
Banks & thrifts	Fewer than 5	$0	0.0%
Charities	Fewer than 5	Not reported	Not reported
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	Not reported	Not reported

Filing source

Form ADV 2034756 · Dec 19, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 19, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

26041 ACERO
MISSION VIEJO, CA, 92691, United States

CRD 110454

Filing source

Form ADV 2034756 · Dec 19, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.