FINANCIAL MANAGEMENT NETWORK INC

26041 Acero
Mission Viejo, California 92691
Tel: 949-455-0300

About FINANCIAL MANAGEMENT NETWORK INC

FINANCIAL MANAGEMENT NETWORK INC, formally registered with the SEC as FINANCIAL MANAGEMENT NETWORK INC. The firm was established in 12/31/1991. They have over 2 offices throughout the country.

FINANCIAL MANAGEMENT NETWORK INC is a Mission Viejo, California based Financial Planning firm with nearly $1,796,671,361 assets under management, offering retirement planning & investment advisory services to 4200 clients. The firm is staffed with 49 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110454
SEC#	801-40473
Assets Managed by Firm	$1,796,671,361
No. of Clients	4200
No. of Advisors	49

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (QUARTERLY FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	4200	$1,796,671,361
Individuals (other than high net worth individuals)	756	$307,486,439
High net worth individuals	398	$1,021,640,605
Pension and profit sharing plans	151	$432,381,024
Corporations or other businesses	23	$24,199,197

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BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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