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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PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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