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Finec Asset Management LLC

● SEC registered since 2025CRD 231789SEC# 801-132849San Diego, CA
Export (members)
Reg. AUM
$126.3M
Employees
6
Accounts
148
Location
San Diego, CA

Finec Asset Management LLC assets under management

Finec Asset Management LLC is an investment advisory firm registered with the SEC based in San Diego, CA. The firm has been registered since 2025. It reports $126.3 million in regulatory assets under management and employs 6 people.
www.finec.usView on SEC.gov ↗

Finec Asset Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Mauricio Guillermo Lepe Melgoza ControlChief Executive OfficerUnder 5%2017
Rene Toussaint-Lopez ControlChairman Of The Board / Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Finec Asset Management LLC manage?

Finec Asset Management LLC reports $126.3 million in regulatory assets under management on its Form ADV.

How many employees does Finec Asset Management LLC have?

Finec Asset Management LLC reports 6 employees.

Where is Finec Asset Management LLC located?

Finec Asset Management LLC is based in San Diego, CA and has been SEC-registered since 2025.

Does Finec Asset Management LLC disclose fund performance?

Finec Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address402 West Broadway, Suite 400, San Diego, CA 92101
Phone858-945-3192
Office hours8:00 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.5M
Non-discretionary$5.8M
Total (RAUM)$126.3M