F
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
2 Employees
21 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-14-2024
- Office Locations
- 1
Office Locations
-- Kirkland WA
About Finomenon Investments LLC
Finomenon Investments LLC is a Kirkland-based RIA. The firm has been operating for 1 years. Managing $3.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$148.4K AVG AUM / CLIENT
1.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
S
Shabrish Menon
Advisor, Chief Compliance Officer, FOUNDER, MANAGING PRINCIPAL
- CRD
- #7721358
- Ownership
- 75% or more
Available
Available
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Showing 1 of 1 owners & executives
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D
Dipit Gupta
--
- CRD
- #8222796
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,117,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,117,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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