AdvizorPro

Fineberg Financial Management LLC

Fineberg Financial Management LLC. CRD 322268

Fineberg Financial Management LLC logo

CRD: 322268

Fineberg Financial Management LLC

Seal Beach, CA, 90740
5624460028
www.finebergfinancial.com
$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
3 Employees
81 ADV. Clients
3 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company · Merrill Lynch · Pershing · Wells Fargo
Clients
Retail and Institutional
Platforms
Foundation emberVertex harbor
Established Date
09-23-2022
Office Locations
1

Office Locations

3020 OLD Ranch Parkway Suite 300 Seal Beach CA

About Fineberg Financial Management LLC

Fineberg Financial Management is an independent, boutique RIA providing holistic financial planning and ongoing investment management for individuals/families and business owners. Services include retirement planning, insurance and risk management, college planning, and estate and tax planning guidance. The firm emphasizes a relationship-first approach (“treated as family”) and offers online client portal access, including Schwab/Alliance and Pershing login options.

Team overview

43 AVG AGE
$40.0M AVG AUM / ADVISOR
$493.8K AVG AUM / CLIENT
3.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

Insights

See the complete signal summary connected to capital momentum.
Premium access reveals conviction themes in horizon focus focus.
Unlock to compare peer behavior around crest timber.
Premium access reveals conviction themes in horizon north.
Unlock to see real insight on momentum vertex beacon.
Premium access reveals conviction themes in catalyst radial wave.
Premium access reveals conviction themes in vertex harbor quantum.
Unlock to see real insight on matrix beacon.

Asset Classes

Delta momentum Momentum fusion Value Meridian Eagle element Unison Ember Unison crest Wave glacier

Client Personas

Unison Ember fusion

Custodian

Glacier Frontier Meridian peak Bridge beacon Fusion glacier Vertex Fusion eagle Optima Wave delta

Investment Themes

Horizon Peak Prime insight Oak delta

Investment Vehicles

Quantum Bridge

Platform

Harbor Glacier

Services

Ridge crest Meridian Beacon Meridian vertex Insight Unison Bridge Legacy Insight Value meridian Delta delta

Technology

Pathway Ember

Owner & Executives

MARAH FINEBERG-KUCK

MARAH FINEBERG-KUCK

Chief Compliance Officer, Managing Member

CRD
#4572003
Ownership
75% or more
(557) 786-9536
summit.optima@northcapital.com
in linkedin.com/in/frontier-alpha

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
01-13-2023
Category Assets AVG. Account size
Discretionary $40,000,113 $194,783
Non-Discretionary $0 --
Total $40,000,113 $194,783

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $40,000,113

$40.0M Total SMA
Equity - Exchange:
9.7%
Municipal Bonds:
11.5%
Public Funds:
23.0%
U.S. Government/Agency:
17.6%
Corporate - Investment Grade:
15.5%
Cash:
22.7%
Asset class Assets Assets %
Equity - Exchange $829,580,477 9.7%
Municipal Bonds $983,523,246 11.5%
Public Funds $1,967,046,492 23.0%
U.S. Government/Agency $1,505,218,185 17.6%
Corporate - Investment Grade $1,325,618,288 15.5%
Cash $1,941,389,364 22.7%
Total $8,552,376,052 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform