FMN Capital Corporation

Broker-DealerFINRA MemberEst. 1995
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
Mission Viejo, California
CRD number
38105
Registered since
June 8, 1995

Firm profile

FINTRX

Overview

FMN Capital Corporation is organized as a corporation and has been SEC-registered since 1995. Public records list the owner type as a domestic entity/individual and classify the firm as unclassified. The firm does not appear to act as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. The firm has not provided details about its advisory activities, client focus, or broader business operations.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 22
  • Jeffrey Merwin

    Jeffrey Merwin

    Co-OwnerCRD 5165996

  • Joseph Cavallo

    Joseph Cavallo

    Financial PlannerCRD 5321819

  • Jeffrey Stanga

    Jeffrey Stanga

    Financial PlannerCRD 6387255

Unlock 19 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Mission Viejo, CA

Orange

Location

Mission Viejo, CA

Headquartered in Mission Viejo, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
26041 Acero
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth