Fin2

Overview

Fin2 is an SEC-registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2022 and is owned by a domestic entity and an individual. Regulatory categorization in the provided data is labeled "unclassified." The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset supplied does not include descriptions of Fin2’s specific advisory activities, client segments, or fee arrangements.

Assets & Accounts