Finec Asset Management

CRD 231789 · San Diego, CA · $157.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 231789
SEC number: 801-132849
Firm type: RIA
Assets under management: $157.0M as of Mar 18, 2026
Website: www.finec.us ↗
Phone: 858-945-3192
Address: 402 West Broadway, San Diego, CA, 92101

Advisors at this firm

6 in our index · page 1 of 1

Jack Cohen NietoCRD 7602092 · San Diego, CA

IA Registered
Mauricio Guillermo Lepe MelgozaCRD 6545104 · San Diego, CA

IA Registered
Nicolas Mendoza FernandezCRD 7797341 · San Diego, CA

IA Registered
Alfonso Ruiz OrtizCRD 7505867 · San Diego, CA

IA Registered
Rene Toussaint-LopezCRD 6224198 · San Diego, CA

IA RegisteredRegistration inactive
Christian Unrath MacgregorCRD 7501712 · San Diego, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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