FINEC ASSET MANAGEMENT LLC
Legal name: FINEC ASSET MANAGEMENT
CRD #231789 SEC #801-132849 SAN DIEGO, CA 858-945-3192
SEC Registered
Total AUM
$126.3M
Discretionary
$120.5M
Employees
6
Clients
0
Accounts
148
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $126.3M | $120.5M | $5.8M | 6 | 0 |
| Apr 2025 | $126.3M | $120.5M | $5.8M | 6 | 0 |
| Jan 2016 | $10.4M | $10.4M | $0 | 2 | 1 |
| Jan 2016 | $13.4M | $13.4M | $0 | 2 | 1 |
| Dec 2015 | $13M | $13M | $0 | 2 | 1 |
| Dec 2015 | $14.5M | $14.5M | $0 | 4 | 1 |
DateJun 2025
Total AUM$126.3M
Discretionary$120.5M
Non-Disc.$5.8M
Employees6
Clients0
DateApr 2025
Total AUM$126.3M
Discretionary$120.5M
Non-Disc.$5.8M
Employees6
Clients0
DateJan 2016
Total AUM$10.4M
Discretionary$10.4M
Non-Disc.$0
Employees2
Clients1
DateJan 2016
Total AUM$13.4M
Discretionary$13.4M
Non-Disc.$0
Employees2
Clients1
DateDec 2015
Total AUM$13M
Discretionary$13M
Non-Disc.$0
Employees2
Clients1
DateDec 2015
Total AUM$14.5M
Discretionary$14.5M
Non-Disc.$0
Employees4
Clients1