FINEC ASSET MANAGEMENT LLC
Doing business as FINEC ASSET MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$157,021,943
Discretionary
$150,258,521
Non-discretionary
$6,763,422
Firm details
- CRD number
- 231789
- SEC file number
- 801-132849
- Main office
- SAN DIEGO, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.FINEC.US
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of November 2026.