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- Custodian
- Interactive Brokers ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
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
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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