Assets Under Management
$1.8B
Number of Clients
1,334
Number of Advisors
21
Average Client AUM
$1.3M
AUM per Advisor
$85.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Financial Management Network, Inc. offers financial planning, consulting, tax preparation, and discretionary/non-discretionary investment management services to individuals, businesses, and retirement plans. They utilize strategic asset allocation and active management strategies.
26041 Acero, Mission Viejo, CA, 92691