F
CRD: 163491
Finco Investment Services, Inc.
Gilbert, AZ
4809639605
$50.4M Total AUM
$50.4M Disc. AUM
-- 3Y CAGR
2 Employees
83 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Mainstar Trust · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-16-2012
- Office Locations
- 1
Office Locations
-- Gilbert AZ
About Finco Investment Services, Inc.
Finco Investment Services, Inc. is a Gilbert-based RIA. The firm has been operating for 14 years. Managing $50.4M in total assets under management, with 1 advisory representatives. They custody assets with Mainstar Trust and Trade-PMR. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$50.4M AVG AUM / ADVISOR
$606.9K AVG AUM / CLIENT
14.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Legacy Vertex Ember ember Timber zenith
Investment Themes
Alpha Peak zenith
Investment Vehicles
North meridian Ridge insight
Services
Zenith vital Harbor unison Value alpha
Owner & Executives
R
RAYMOND CROMWELL KELSEY JR.
Chief Compliance Officer, Investment Advisor, President
- CRD
- #4992820
- Ownership
- 75% or more
(578) 807-3142
quantum.element@capitalcapital.com
in linkedin.com/in/oak-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,376,164 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,376,164 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,376,164
Public Funds:
34.8% Cash:
32.6% Equity - Exchange:
10.9% Other:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,296,585,493 | 34.8% |
| Cash | $1,214,617,445 | 32.6% |
| Equity - Exchange | $406,114,422 | 10.9% |
| Other | $808,503,022 | 21.7% |
| Total | $3,725,820,382 | 100.0% |