Investment adviser · CRD 231789
FINEC ASSET MANAGEMENT
Investment adviser filing (IA)
FINEC ASSET MANAGEMENT LLC
SAN DIEGO, CA, United States · Form ADV filed Mar 18, 2026
- Regulatory AUM
- $157M Form ADV · Item 5.F
- Client accounts
- 163 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 57 | $65,428,310 | 41.7% |
| Corporations & businesses | 35 | $61,849,788 | 39.4% |
| Individuals | 71 | $29,743,845 | 18.9% |
Filing source
Form ADV 2055961 · Mar 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 18, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
402 WEST BROADWAY, SUITE 400SAN DIEGO, CA, 92101, United States
CRD 231789
Filing source
Form ADV 2055961 · Mar 18, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.