Finec Asset Management LLC

EST. AUM
$126,303,888

CONTACTS
5

CLIENT ACCOUNTS
148

Firm Details

Metro area San Diego
CRD Number 231789
Website finec.us
Client types

Overview

Finec Asset Management LLC is an independent investment advisory firm headquartered in San Diego, California. The firm provides investment management and financial advisory services to individual and institutional clients. Finec positions itself as an independent advisor focused on delivering objective financial guidance and customized solutions aligned with clients’ strategic and long-term objectives.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Finec Asset Management LLC

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company