FINANCIAL MANAGEMENT NETWORK INC
CRD #110454 SEC #801-40473 MISSION VIEJO, CA 949-455-0300
SEC Registered
Total AUM
$2.1B
Discretionary
$1.6B
Employees
50
Clients
51
Accounts
4,474
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.1B | $1.6B | $584M | 50 | 0 |
| Apr 2025 | $1.8B | $1.4B | $402.2M | 49 | 0 |
| Dec 2024 | $1.8B | $1.4B | $402.2M | 49 | 0 |
| Mar 2024 | $1.5B | $1.1B | $347.4M | 48 | 0 |
| Dec 2023 | $1.5B | $1.1B | $347.4M | 48 | 0 |
| Oct 2023 | $1.3B | $986.6M | $340.2M | 47 | 0 |
| Oct 2023 | $1.3B | $986.6M | $340.2M | 47 | 0 |
| Oct 2023 | $1.3B | $986.6M | $340.2M | 47 | 0 |
| Dec 2022 | $1.3B | $986.6M | $340.2M | 47 | 0 |
| Aug 2022 | $1.5B | $1.1B | $367.1M | 43 | 0 |
| Jan 2022 | $1.5B | $1.1B | $367.1M | 43 | 0 |
| Jan 2022 | $1.5B | $1.1B | $367.1M | 43 | 0 |
| Dec 2021 | $1.5B | $1.1B | $367.1M | 43 | 0 |
| Jan 2021 | $1.2B | $909.2M | $294.5M | 45 | 0 |
| Jun 2020 | $986.5M | $772.1M | $214.4M | 49 | 0 |
| Jun 2020 | $986.5M | $772.1M | $214.4M | 49 | 0 |
| Jun 2020 | $986.5M | $772.1M | $214.4M | 49 | 0 |
| Dec 2019 | $986.5M | $772.1M | $214.4M | 49 | 0 |
| May 2019 | $695.8M | $695.8M | $0 | 20 | 0 |
| Dec 2018 | $695.8M | $695.8M | $0 | 20 | 0 |
| Apr 2018 | $781.4M | $781.4M | $0 | 19 | 0 |
| Jan 2018 | $781.4M | $781.4M | $0 | 19 | 0 |
| Dec 2017 | $781.4M | $781.4M | $0 | 19 | 0 |
| Dec 2017 | $781.4M | $781.4M | $0 | 19 | 0 |
| Jan 2017 | $854.8M | $854.8M | $0 | 19 | 1,151 |
| Dec 2016 | $854.8M | $854.8M | $0 | 19 | 1,151 |
| Aug 2016 | $688.2M | $688.2M | $0 | 21 | 2,000 |
| Jul 2016 | $688.2M | $688.2M | $0 | 21 | 2,000 |
| Jun 2016 | $688.2M | $688.2M | $0 | 21 | 2,000 |
| Jun 2016 | $688.2M | $688.2M | $0 | 21 | 2,000 |
| Apr 2016 | $688.2M | $688.2M | $0 | 21 | 2,000 |
| Dec 2015 | $688.2M | $688.2M | $0 | 21 | 2,000 |
| Nov 2015 | $700.7M | $646.5M | $54.2M | 21 | 1,900 |
| Oct 2015 | $700.7M | $646.5M | $54.2M | 21 | 1,900 |
| Jul 2015 | $700.7M | $646.5M | $54.2M | 21 | 1,900 |
| May 2015 | $700.7M | $646.5M | $54.2M | 21 | 1,900 |
| Dec 2014 | $700.7M | $646.5M | $54.2M | 21 | 1,900 |
| Aug 2014 | $530.1M | $503.6M | $26.5M | 19 | 1,900 |
| Dec 2013 | $530.1M | $503.6M | $26.5M | 19 | 1,900 |
| Mar 2013 | $432.1M | $413.4M | $18.7M | 19 | 1,000 |
| Jan 2013 | $432.1M | $413.4M | $18.7M | 19 | 1,000 |
| May 2012 | $410.2M | $391.5M | $18.7M | 11 | 1,000 |
| Jan 2011 | $389.8M | $389.8M | $0 | -- | -- |
| Jun 2009 | $327.8M | $327.8M | $0 | -- | -- |
| Dec 2007 | $364.9M | $364.9M | $0 | -- | -- |
| Mar 2007 | $295M | $295M | $0 | -- | -- |
| Jan 2007 | $295M | $295M | $0 | -- | -- |
| Dec 2005 | $229.5M | $229.5M | $0 | 10 | -- |
| Oct 2005 | $160.4M | $160.4M | $0 | 10 | -- |
| Feb 2005 | $160.4M | $160.4M | $0 | 10 | -- |
| Jan 2005 | $160.4M | $160.4M | $0 | 10 | -- |
| Dec 2003 | $135.6M | $135.6M | $0 | 10 | -- |
DateDec 2025
Total AUM$2.1B
Discretionary$1.6B
Non-Disc.$584M
Employees50
Clients0
DateApr 2025
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$402.2M
Employees49
Clients0
DateDec 2024
Total AUM$1.8B
Discretionary$1.4B
Non-Disc.$402.2M
Employees49
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$347.4M
Employees48
Clients0
DateDec 2023
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$347.4M
Employees48
Clients0
DateOct 2023
Total AUM$1.3B
Discretionary$986.6M
Non-Disc.$340.2M
Employees47
Clients0
DateOct 2023
Total AUM$1.3B
Discretionary$986.6M
Non-Disc.$340.2M
Employees47
Clients0
DateOct 2023
Total AUM$1.3B
Discretionary$986.6M
Non-Disc.$340.2M
Employees47
Clients0
DateDec 2022
Total AUM$1.3B
Discretionary$986.6M
Non-Disc.$340.2M
Employees47
Clients0
DateAug 2022
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$367.1M
Employees43
Clients0
DateJan 2022
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$367.1M
Employees43
Clients0
DateJan 2022
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$367.1M
Employees43
Clients0
DateDec 2021
Total AUM$1.5B
Discretionary$1.1B
Non-Disc.$367.1M
Employees43
Clients0
DateJan 2021
Total AUM$1.2B
Discretionary$909.2M
Non-Disc.$294.5M
Employees45
Clients0
DateJun 2020
Total AUM$986.5M
Discretionary$772.1M
Non-Disc.$214.4M
Employees49
Clients0
DateJun 2020
Total AUM$986.5M
Discretionary$772.1M
Non-Disc.$214.4M
Employees49
Clients0
DateJun 2020
Total AUM$986.5M
Discretionary$772.1M
Non-Disc.$214.4M
Employees49
Clients0
DateDec 2019
Total AUM$986.5M
Discretionary$772.1M
Non-Disc.$214.4M
Employees49
Clients0
DateMay 2019
Total AUM$695.8M
Discretionary$695.8M
Non-Disc.$0
Employees20
Clients0
DateDec 2018
Total AUM$695.8M
Discretionary$695.8M
Non-Disc.$0
Employees20
Clients0
DateApr 2018
Total AUM$781.4M
Discretionary$781.4M
Non-Disc.$0
Employees19
Clients0
DateJan 2018
Total AUM$781.4M
Discretionary$781.4M
Non-Disc.$0
Employees19
Clients0
DateDec 2017
Total AUM$781.4M
Discretionary$781.4M
Non-Disc.$0
Employees19
Clients0
DateDec 2017
Total AUM$781.4M
Discretionary$781.4M
Non-Disc.$0
Employees19
Clients0
DateJan 2017
Total AUM$854.8M
Discretionary$854.8M
Non-Disc.$0
Employees19
Clients1,151
DateDec 2016
Total AUM$854.8M
Discretionary$854.8M
Non-Disc.$0
Employees19
Clients1,151
DateAug 2016
Total AUM$688.2M
Discretionary$688.2M
Non-Disc.$0
Employees21
Clients2,000
DateJul 2016
Total AUM$688.2M
Discretionary$688.2M
Non-Disc.$0
Employees21
Clients2,000
DateJun 2016
Total AUM$688.2M
Discretionary$688.2M
Non-Disc.$0
Employees21
Clients2,000
DateJun 2016
Total AUM$688.2M
Discretionary$688.2M
Non-Disc.$0
Employees21
Clients2,000
DateApr 2016
Total AUM$688.2M
Discretionary$688.2M
Non-Disc.$0
Employees21
Clients2,000
DateDec 2015
Total AUM$688.2M
Discretionary$688.2M
Non-Disc.$0
Employees21
Clients2,000
DateNov 2015
Total AUM$700.7M
Discretionary$646.5M
Non-Disc.$54.2M
Employees21
Clients1,900
DateOct 2015
Total AUM$700.7M
Discretionary$646.5M
Non-Disc.$54.2M
Employees21
Clients1,900
DateJul 2015
Total AUM$700.7M
Discretionary$646.5M
Non-Disc.$54.2M
Employees21
Clients1,900
DateMay 2015
Total AUM$700.7M
Discretionary$646.5M
Non-Disc.$54.2M
Employees21
Clients1,900
DateDec 2014
Total AUM$700.7M
Discretionary$646.5M
Non-Disc.$54.2M
Employees21
Clients1,900
DateAug 2014
Total AUM$530.1M
Discretionary$503.6M
Non-Disc.$26.5M
Employees19
Clients1,900
DateDec 2013
Total AUM$530.1M
Discretionary$503.6M
Non-Disc.$26.5M
Employees19
Clients1,900
DateMar 2013
Total AUM$432.1M
Discretionary$413.4M
Non-Disc.$18.7M
Employees19
Clients1,000
DateJan 2013
Total AUM$432.1M
Discretionary$413.4M
Non-Disc.$18.7M
Employees19
Clients1,000
DateMay 2012
Total AUM$410.2M
Discretionary$391.5M
Non-Disc.$18.7M
Employees11
Clients1,000
DateJan 2011
Total AUM$389.8M
Discretionary$389.8M
Non-Disc.$0
Employees--
Clients--
DateJun 2009
Total AUM$327.8M
Discretionary$327.8M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$364.9M
Discretionary$364.9M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$295M
Discretionary$295M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$229.5M
Discretionary$229.5M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees10
Clients--
DateDec 2003
Total AUM$135.6M
Discretionary$135.6M
Non-Disc.$0
Employees10
Clients--