Fineberg Financial Management LLC

Fineberg Financial Management LLC (CRD# 322268) is a financial advisory firm headquartered in Seal Beach, CA. They manage $32,850,722 in 183 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740
http://www.finebergfinancial.com
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    183
    ACCOUNTS
  • Average Account Value
    $179,512
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fineberg Financial Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Marah Fineberg-Kuck, financial advisor Seal Beach CA
Marah Fineberg-Kuck
CRD#: 4572003
3020 Old Ranch Parkway, Suite 300, Seal Beach, CA 90740

Marah Fineberg-Kuck (CRD# 4572003) is an Investment Advisor Representative working at Fineberg Financial Management LLC in Seal Beach, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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