Finec Asset Management
Finec Asset Management (CRD# 231789) is a financial advisory firm headquartered in San Diego, CA. They manage $106,665,973 in 147 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management107MILLION
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Total Number of Accounts147ACCOUNTS
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Average Account Value$725,619
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
Mauricio Lepe Melgoza (CRD# 6545104) is an Investment Advisor Representative working at Finec Asset Management in San Diego, CA and has over 8 years of experience in the finance industry.
Rene Toussaint-Lopez (CRD# 6224198) is an Investment Advisor Representative working at Finec Asset Management in San Diego, CA and has over 10 years of experience in the finance industry.
Jack Cohen Nieto (CRD# 7602092) is an Investment Advisor Representative working at Finec Asset Management in San Diego, CA and has over 2 years of experience in the finance industry.
Nicolas Mendoza Fernandez (CRD# 7797341) is an Investment Advisor Representative working at Finec Asset Management in San Diego, CA and has 1 year of experience in the finance industry.
Alfonso Ruiz Ortiz (CRD# 7505867) is an Investment Advisor Representative working at Finec Asset Management in San Diego, CA and has over 2 years of experience in the finance industry.
Christian Unrath Macgregor (CRD# 7501712) is an Investment Advisor Representative working at Finec Asset Management in San Diego, CA and has over 2 years of experience in the finance industry.