Finec Asset Management LLC
● SEC registered since 2025CRD 231789SEC# 801-132849San Diego, CA
Reg. AUM
$157M
Employees
6
Accounts
163
Location
San Diego, CA
About Finec Asset Management
Finec Asset Management is an independent wealth advisory firm guiding families and institutions in preserving and growing assets. It frames wealth as a long-term construction emphasizing structure, proportion, and permanence.
Summary based on the firm’s website.
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 $157 million in regulatory assets under management and employs 6 people.
Finec Asset Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mauricio Guillermo Lepe Melgoza Control | Chief Executive Officer | Under 5% | 2017 |
| Rene Toussaint-Lopez Control | Chairman Of The Board / Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Finec Asset Management LLC manage?
Finec Asset Management LLC reports $157 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
| Address | 402 West Broadway, Suite 400, San Diego, CA 92101 |
| Phone | 858-945-3192 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$157M▲ 24%
Apr '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$157Mregulatory AUM
Discretionary $150.3MNon-discretionary $6.8M