Overview
Assets Under Management: $157 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 57
Average Client Assets: $1.1 million
Frequently Asked Questions
FINEC ASSET MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #231789), FINEC ASSET MANAGEMENT is subject to fiduciary duty under federal law.
FINEC ASSET MANAGEMENT is headquartered in SAN DIEGO, CA.
FINEC ASSET MANAGEMENT serves 57 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, FINEC ASSET MANAGEMENT offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FINEC ASSET MANAGEMENT manages $157 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, FINEC ASSET MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.67%
Average Client Assets: $1.1 million
Total Client Accounts: 163
Discretionary Accounts: 160
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 231789
Filing ID: 2055961
Last Filing Date: 2026-03-18 12:52:16