Finec Asset Management
Finec Asset Management is an SEC-registered mass-market adviser in San Diego, CA with $157.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Finec Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 231789, SEC 801-132849, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $157.0M (2026-03-18)
- Firm type
- Mass-Market Adviser
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 163
- CRD
- 231789
- Ownership
- LEPE MELGOZA, MAURICIO, GUILLERMO; ELLISON BAEZA, JEAN PAUL; GODINEZ VALDOVINOS, SILVIA, KARINA; TOUSSAINT-LOPEZ, RENE; TOUSSAINT VILLASENOR, RENE, ALBERTO
How much AUM does Finec Asset Management have?
Finec Asset Management reported $157.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Finec Asset Management?
Disclosed owners and executives of Finec Asset Management include LEPE MELGOZA, MAURICIO, GUILLERMO, ELLISON BAEZA, JEAN PAUL, GODINEZ VALDOVINOS, SILVIA, KARINA, TOUSSAINT-LOPEZ, RENE, TOUSSAINT VILLASENOR, RENE, ALBERTO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.