F
CRD: 141420
Finnestad Financial
Minooka, IL
8154091500
$13.6M Total AUM
$13.6M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2007
- Office Locations
- 1
Office Locations
-- Minooka IL
About Finnestad Financial
Finnestad Financial is a Minooka-based RIA. The firm has been operating for 19 years. Managing $13.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Life Insurance.
Team overview
-- AVG AGE
$13.6M AVG AUM / ADVISOR
$680.0K AVG AUM / CLIENT
19.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Fusion
Investment Themes
Prime optima
Investment Vehicles
Beacon
Services
Harbor Prime Vital Legacy Insight
Owner & Executives
D
DAVID DEL FINNESTAD
Agent
- CRD
- #1756873
- Ownership
- 75% or more
(913) 978-8507
frontier.eagle@crestcapital.com
in linkedin.com/in/atlas-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,600,000
Equity - Exchange:
31.0% Public Funds:
32.8% Corporate - Investment Grade:
36.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $722,727,949 | 31.0% |
| Public Funds | $764,692,798 | 32.8% |
| Corporate - Investment Grade | $843,959,734 | 36.2% |
| Total | $2,331,380,481 | 100.0% |