Overview
Assets Under Management: $1.8 billion
Headquarters: MISSION VIEJO, CA
High-Net-Worth Clients: 398
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 398
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.86
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 4,200
Discretionary Accounts: 4,080
Non-Discretionary Accounts: 120
Regulatory Filings
CRD Number: 110454
Filing ID: 1981010
Last Filing Date: 2025-04-21 08:24:00
Website: https://fmncc.com