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| Happy Holidays!! thanks for using AUM13F!! |
| Finec Asset Management LLC
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|---|---|
| CRD # | 231789 |
| SEC # | 801-132849 |
| CIK # | |
| AUM | $126.3 M (2025-06-23) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 858-945-3192 |
| Address | 402 West Broadway San Diego, CA 92101 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 27.4 |
| (b) Individuals (high net worth individuals) | 55 | 57.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 30 | 41.2 |
| (n) Other | 0 | 0.0 |
| Total | 148 | 126.3 |
| By Discretionary | ||
| Discretionary | 145 | 120.5 |
| Non-Discretionary | 3 | 5.8 |
| Total | 148 | 126.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 116.8 | |
| United States Persons | 9.5 | |
| Total | 148 | 126.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wise Wealth Partners LLC
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AZ | 0.1 |
|
BCM Capital Management LLC
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IL | 0.1 |
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NE | 0.1 |
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Broadwing Capital Advisors Inc
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CA | 0.1 |
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Jr Prunier Capital Management LLC
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MA | 0.1 |
|
Sacajawea & Company LLC
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|
0.1 | |
|
Aspire Planning Associates Inc
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|
CA | 0.1 |
|
Market Investment Group LLC
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|
KS | 0.1 |
|
Benold Financial Planning Inc
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|
0.1 | |
|
S & S Wealth Management LP
✚
|
TX | 0.1 |