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| Keyboard |
| Finec Asset Management LLC
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|---|---|
| CRD # | 231789 |
| SEC # | 801-132849 |
| CIK # | |
| AUM | 157.0 M (2026-03-18) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 858-945-3192 |
| Address | 402 West Broadway San Diego, CA 92101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 29.7 |
| (b) Individuals (high net worth individuals) | 57 | 65.4 |
| (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 | 35 | 61.8 |
| (n) Other | 0 | 0.0 |
| Total | 163 | 157.0 |
| By Discretionary | ||
| Discretionary | 160 | 150.3 |
| Non-Discretionary | 3 | 6.8 |
| Total | 163 | 157.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 150.9 | |
| United States Persons | 6.1 | |
| Total | 163 | 157.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Georgia Wealth Partners LLC
✚
|
GA | 157.5 M |
|
Vested Financial Planning LLC
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|
157.2 M | |
|
Crosspoint Financial LLC
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|
Lifestyle Freedom Advisory Group LLC
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|
SIMA Wealth Partners LLC
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VA | 156.7 M |
|
DWV Advisors LLC
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VT | 156.6 M |
|
401K Generation
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|
FL | 156.4 M |
|
JK Private Wealth LLC
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|
CT | 156.4 M |
|
Spyglass Investment Management Corporation
✚
|
IN | 156.4 M |
|
Oregon Pacific Wealth Management LLC
✚
|
OR | 156.3 M |