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FINEC ASSET MANAGEMENT LLC
FINEC ASSET MANAGEMENT LLC
FINEC ASSET MANAGEMENT
LA JOLLA, California
·
5 registered advisors
·
CRD# 231789
SEC# 801-106600
858-456-3527
01
Firm Overview
AUM
$10M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at FINEC ASSET MANAGEMENT LLC
5 registered advisors
Jean Paul Ellison Baeza
LA JOLLA, California
CRD# 5837884
Mauricio Guillermo Lepe Melgoza
LA JOLLA, California
CRD# 6545104
Rene Alberto Toussaint Villasenor
LA JOLLA, California
CRD# 4533925
Rene Toussaint-Lopez
LA JOLLA, California
CRD# 6224198
Silvia Karina Godinez Valdovinos
LA JOLLA, California
CRD# 6409041
05
Office Locations
LA JOLLA, California
5 advisors
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Data sourced from SEC Form ADV filings. FINEC ASSET MANAGEMENT LLC (CRD# 231789) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.