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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-27-2015
- Office Locations
- 1
Office Locations
About Finec Asset Management
Finec Asset Management is an independent investment advisory firm providing holistic wealth management focused on wealth preservation and growth through global investment strategies. The team partners with retail and institutional clients and builds solutions using an open-architecture platform, selecting best-in-class products and financial institutions. The firm also offers investment banking advisory (e.g., corporate finance, issuances, restructuring) and participates in real estate projects; custody includes Pershing.
Reported data analysis
What the numbers show
Between June 23, 2025 and March 18, 2026, reported AUM increased 24.3%, from $126.3M to $157.0M.
Across 3 reported observations, AUM increased 1105.6% between December 18, 2015 and March 18, 2026, from $13.0M to $157.0M.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 6 advisory representatives and 163 clients, or 27.2 clients per representative. That equates to $963.3K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Finec Asset Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RENE TOUSSAINT-LOPEZ MR
Chairman Of The Board, Chief Compliance Officer
- CRD
- #6224198
- Ownership
- 75% or more
MAURICIO GUILLERMO LEPE MELGOZA
Chief Executive Officer
- CRD
- #6545104
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Jack Cohen Nieto
--
- CRD
- #7602092
NICOLAS MENDOZA FERNANDEZ
--
- CRD
- #7797341
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,258,521 | $939,116 |
| Non-Discretionary | $6,763,422 | $2,254,474 |
| Total | $157,021,943 | $963,325 |
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Separately Managed Accounts
SMA allocation detail is available
Finec Asset Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.