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FIRM PROFILE
Overview
FMN CAPITAL CORPORATION is located at 26041 Acero, Mission Viejo, CA 92691 and was first established at Los Angeles, California in 01/31/1995. After operating for 31 years, FMN CAPITAL CORPORATION has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FMN CAPITAL CORPORATION’s clients are individuals and 0% of their clients are high net worth individuals. FMN CAPITAL CORPORATION has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FMN CAPITAL CORPORATION are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FMN CAPITAL CORPORATION‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FMN CAPITAL CORPORATION. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for FMN CAPITAL CORPORATION Comes From
Understanding the Statistics for FMN CAPITAL CORPORATION and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
26041 Acero, Mission Viejo, CA 92691
26041 Acero, Mission Viejo, CA 92691
Small
(949) 455-0300
California since 01/31/1995
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| JEFFREY G. MERWIN IRREVOCABLE TRUST DATED 12.29.2021 | OWNER | ||
| MATTHEW M. MERWIN IRREVOCABLE TRUST DATED 12.28.2021 | OWNER | ||
| JOHN J. MERWIN IRREVOCABLE TRUST DATED 12.28.2021 | OWNER | ||
| MERWIN, JOHN J | TRUSTEE | 6249352 | |
| MERWIN, MATTHEW SCOTT | FOUNDER/OWNER | 1142898 | |
| MERWIN, JEFFREY GEORGE | CHIEF COMPLIANCE OFFICER/TRUSTEE | 5165996 | |
| MERWIN, MATTHEW MICHAEL | FINOP, PFO, POO/TRUSTEE | 5930281 | |
| TICKEL, GARY ARNOLD | ALTERNATE FINOP | 1100279 |
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Advisor's working at FMN CAPITAL CORPORATION
Jeffrey Macdonald Holt
Tracy Reinhold Olson
Aran Garis Sahagun
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