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FINESSE FUNDS, LLC
CRD 132640
132 MIDLAND AVENUE, SUITE 3, BASALT, CO, 81621, United States
Phone
970-927-1200
Fax
970-927-1300
Registration
— (—)
Source
State registered
Total AUM
$55.8M
Discretionary AUM
$38.5M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $9.3M |
| High net worth individuals | 6 | $46.5M |
Official SEC filing: View on IAPD