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FINEC ASSET MANAGEMENT

FINEC ASSET MANAGEMENT LLC

CRD 231789 · SEC 801-132849

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402 WEST BROADWAY, SUITE 400, SAN DIEGO, CA, 92101, United States

Phone

858-945-3192

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$157.0M

Discretionary AUM

$150.3M

Team

6 total employees; 6 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals71$29.7M
High net worth individuals57$65.4M
Corporations/business entities35$61.8M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD