|
⚲
|
| Keyboard |
| Finley Financial LLC
✚
|
|
|---|---|
| CRD # | 131442 |
| SEC # | 801-110657 |
| CIK # | 0002047823 |
| AUM | 259.8 M (2026-01-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 503-474-3535 |
| Address | 11421 Rain Canyon Ave, 102 Las Vegas, NV 89135 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002047823 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 58.7 |
| (b) Individuals (high net worth individuals) | 78 | 201.1 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 290 | 259.8 |
| By Discretionary | ||
| Discretionary | 290 | 259.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 290 | 259.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.8 | |
| Total | 290 | 259.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002047823] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Utopia Wealth Management LLC
✚
|
FL | 261.4 M |
|
Prevail Wealth Management LLC
✚
|
WA | 260.8 M |
|
Trustwell Financial Advisors LLC
✚
|
FL | 260.8 M |
|
Clark Wealth Partners LLC
✚
|
IL | 259.9 M |
|
Private Wealth Consulting LLC
✚
|
259.3 M | |
|
Revel Wealth Management LLC
✚
|
NJ | 258.9 M |
|
Financial Institution Services LLC
✚
|
258.7 M | |
|
Equity Wealth Partners LLC
✚
|
MO | 258.6 M |
|
AFT Forsyth and Company Inc
✚
|
FL | 258.6 M |
|
Nabity-Jensen Investment Management Inc
✚
|
NE | 258.5 M |