AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Mauricio Guillermo Lepe Melgoza

FINEC ASSET MANAGEMENT LLC·LA JOLLA, California
Clean recordFINEC ASSET MANAGEMENT LLC
7825 FAY AV, LA JOLLA, CA 92037CRD# 6545104Firm CRD# 231789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mauricio Guillermo Lepe Melgoza · LA JOLLA, CA
Registration
CRD #6545104 · FINEC ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mauricio Guillermo Lepe Melgoza is a registered financial advisor based in LA JOLLA, California, affiliated with FINEC ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

Speak with Mauricio

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mauricio is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
FINEC ASSET MANAGEMENT LLC
FINEC ASSET MANAGEMENT
AUM
$10M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FINEC ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6545104
Firm CRD# 231789
View on FINRA BrokerCheck →

Looking for a financial advisor in LA JOLLA?

Browse all registered financial advisors in LA JOLLA, California or claim this profile if it's yours.

Browse LA JOLLA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mauricio Guillermo Lepe Melgoza offer?
Mauricio Guillermo Lepe Melgoza specializes in Investment Management, Wealth Management. Contact their office in LA JOLLA, California for a consultation.
What are Mauricio Guillermo Lepe Melgoza's credentials?
Mauricio Guillermo Lepe Melgoza is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mauricio Guillermo Lepe Melgoza located?
Mauricio Guillermo Lepe Melgoza is based in LA JOLLA, California, working with FINEC ASSET MANAGEMENT LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Mauricio Guillermo Lepe Melgoza charge for services?
Mauricio Guillermo Lepe Melgoza's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINEC ASSET MANAGEMENT LLC?
FINEC ASSET MANAGEMENT LLC has approximately 2 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FINEC ASSET MANAGEMENT LLC

Rene Alberto Toussaint Villasenor
LA JOLLA, CA
Silvia Karina Godinez Valdovinos
LA JOLLA, CA
Rene Toussaint-Lopez
LA JOLLA, CA
Jean Paul Ellison Baeza
LA JOLLA, CA

More Advisors in LA JOLLA, California

Elizabeth Cave
LAUREL WEALTH ADVISORS, INC.·LA JOLLA, CA
Natalie Gumina Mcintosh
MUNDOVAL CAPITAL MANAGEMENT, INC.·LA JOLLA, CA
Kristopher Noh Joon Ostrander
TORREYANA CAPITAL, LLC·LA JOLLA, CA
Frederic Henry Clark
PACIFIC EQUITY MANAGEMENT, INC·LA JOLLA, CA
John Chu-Tin Chiu
DENALI ADVISORS, LLC·LA JOLLA, CA
Ronald Jay Rose
STEPSTONE GROUP LP·LA JOLLA, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3695)LOS ANGELES (1993)MENLO PARK (764)SAN DIEGO (718)PALO ALTO (693)NEWPORT BEACH (618)SANTA MONICA (459)IRVINE (447)SAN MATEO (327)PASADENA (241)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile