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Building 2FINEC ASSET MANAGEMENT

Map pinSAN DIEGO, CA
Phone858-945-3192
NotebookSEC #801-132849
Total AUM
$157M
Employees
6
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
402 WEST BROADWAY
SUITE 400
SAN DIEGO
CA 92101
United States
Operating Hours
8:00 AM TO 4:00 PM
Monday - Friday
Phone
858-945-3192

ReceiptFinancials

Total AUM
$157M
Accounts
163
Discretionary
$150.3M
Accounts
160
Non-Discretionary
$6.8M
Accounts
3

ContactClients

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Individual Clients
71
AUM
$29.7M
HNW Individual Clients
57
AUM
$65.4M
Corporation or Business Clients
35
AUM
$61.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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