Investment adviser · CRD 313047

FINSIE

Investment adviser filing (IA)

FINSIE FINANCE, LLC

BELMONT, CA, United States · Form ADV filed Mar 10, 2025

Employees
3
Reported in this filing
Advisory professionals
0
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The 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 10, 2025. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

3234 UPPER LOCK AVE
BELMONT, CA, 94002, United States

CRD 313047

Filing source

Form ADV 1952310 · Mar 10, 2025 · 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.