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| Keyboard |
| Finamex Asset Management LLC
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|---|---|
| CRD # | 304260 |
| SEC # | 801-135018 |
| CIK # | |
| AUM | 113.9 M (2026-06-03) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 713-589-7121 |
| Address | 2700 Post Oak Blvd Houston, TX 77056 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 41.4 |
| (b) Individuals (high net worth individuals) | 34 | 66.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 190 | 113.9 |
| By Discretionary | ||
| Discretionary | 79 | 51.2 |
| Non-Discretionary | 111 | 62.6 |
| Total | 190 | 113.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 102.5 | |
| United States Persons | 11.4 | |
| Total | 190 | 113.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Goodstein Wealth Management LLC
✚
|
CA | 114.2 M |
|
Bridgeview Capital Advisors Inc
✚
|
CA | 114.1 M |
|
Skloff Aaron
✚
|
114.0 M | |
|
Point B Planning LLC
✚
|
NY | 113.9 M |
|
Financial Planning First LLC
✚
|
AZ | 113.9 M |
|
Common Cents Wealth Management LLC
✚
|
FL | 113.7 M |
|
Pleasantdale Wealth Management LLC
✚
|
113.7 M | |
|
CW Securities LLC
✚
|
TN | 113.5 M |
|
Expand Financial Group LLC
✚
|
113.5 M | |
|
Blue Jay Financial Group LLC
✚
|
OH | 113.5 M |