F
$113.9M Total AUM
$51.2M Disc. AUM
-- 3Y CAGR
4 Employees
190 ADV. Clients
6 yrs Firm Age
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- Custodian
- Stonex
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-08-2020
- Office Locations
- 4
Office Locations
2700 Post OAK Blvd. 22nd Floor; Suite 22-122 Houston TX
575 5TH Avenue 16th Floor/Office 16-139 NEW York NY
-- Cdmx --
About Finamex Asset Management, LLC
Finamex Asset Management, LLC is a Houston-based RIA with 4 offices. The firm has been operating for 6 years. Managing $113.9M in total assets under management, with 4 advisory representatives. They custody assets with Stonex.
Team overview
37 AVG AGE
$28.5M AVG AUM / ADVISOR
$599.2K AVG AUM / CLIENT
0.4 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PABLO ANDRES CARRILLO
Chief Operating Officer
- CRD
- #7977483
- Ownership
- Less than 5%
Available
Available
Available
S
Santiago A Fernandez Ramos
Chief Executive Officer, President
- CRD
- #3020266
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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M
Mauricio Grajales Tarin
Sr. Financial Advisor
- CRD
- #7183060
Available
Available
Available
M
MARIANA MARTINEZ CABRAL TORRES
--
- CRD
- #7854687
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,212,095 | $648,254 |
| Non-Discretionary | $62,640,711 | $564,331 |
| Total | $113,852,806 | $599,225 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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