FMN Capital Corporation

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
23
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 with ownership listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as "unclassified" and the profile identifies several negative flags: the firm is not labeled as a capital allocator, does not report active ESG investing, and is not described as a multi-state adviser, pension consultant, or related adviser. Key operational fields such as client base, fee structure, business activities, and advisory activities were not provided in the source data. The firm supplied no narrative about its investment approach, target client types, or affiliations, so there is limited publicly available information to assess its positioning or how it sources and manages assets.

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 23
  • Jeffrey Merwin

    Jeffrey Merwin

    Co-OwnerCRD 5165996

  • Joseph Cavallo

    Joseph Cavallo

    Financial PlannerCRD 5321819

  • Jeffrey Stanga

    Jeffrey Stanga

    Financial PlannerCRD 6387255

Unlock 20 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth