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 an SEC-registered corporate adviser first registered in 1995. Public metadata lists the owner type as a domestic entity and an individual and classifies the firm as "Unclassified." The firm's FINTRX profile indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not newly formed. Specifics about its advisory services, fee schedule, client types, and investment strategy are not disclosed in available records.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth