Finec Asset Management

Finec Asset Management (CRD# 231789) is a financial advisory firm headquartered in La Jolla, CA. They manage $24,507,652 in 24 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $1,021,152
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Finec Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Rene Toussaint-Lopez
CRD#: 6224198
7825 Fay Av., Suite 205, La Jolla, CA 92037
89
Wealthminder
score

Rene Toussaint-Lopez (CRD# 6224198) is an Investment Advisor Representative working at Finec Asset Management in La Jolla, CA and has over 3 years of experience in the finance industry.

2
Silvia K. Godinez Valdovinos
CRD#: 6409041
7825 Fay Av., Suite 205, La Jolla, CA 92037
87
Wealthminder
score

Silvia Godinez Valdovinos (CRD# 6409041) is an Investment Advisor Representative working at Finec Asset Management in La Jolla, CA and has 1 year of experience in the finance industry.

3
Mauricio G. Lepe Melgoza
CRD#: 6545104
7825 Fay Av., Suite 205, La Jolla, CA 92037
87
Wealthminder
score

Mauricio Lepe Melgoza (CRD# 6545104) is an Investment Advisor Representative working at Finec Asset Management in La Jolla, CA and has 1 year of experience in the finance industry.

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