FINEC ASSET MANAGEMENT
  • FINEC ASSET MANAGEMENT
  • FINEC ASSET MANAGEMENT LLC

Adviser Profile

As of Date 03/18/2026
Registration SEC, Approved, 05/27/2025
Other registrations (7)
Former registrations

FINEC ASSET MANAGEMENT LLC

ADV Location SAN DIEGO, CA, United States
Contact Info 858 xxxxxxx
Websites
AUM* 157,021,943 24%
of that, discretionary 150,258,521 25%
Number of Employees 6
of those in investment advisory functions 6
Private Fund GAV* 0
Avg Account Size 963,325 13%
% High Net Worth 34.97% -6%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

150M 129M 107M 86M 64M 43M 21M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees