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Finec Asset Management LLC (La Jolla)


Finec Asset Management LLC is an adviser based in La Jolla. It manages $10.42 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2015.

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Finec Asset Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Finec Asset Management: assets under management

The assets under management (AUM) of Finec Asset Management LLC is $10.42 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $10.42 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.21 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Finec Asset Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Jolla

The principal office where Finec Asset Management LLC performs its advisory services is located at 7825 Fay Av, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-456-3527. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at finec.com/.


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