Finamex Asset Management, LLC

Overview

Finamex Asset Management, LLC is an SEC‑registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional clients, delivering financial planning and portfolio management services for individuals, small businesses, and institutional accounts. Its fee arrangements include asset‑based fees, hourly charges, and fixed‑fee engagements. The firm is not identified as an active ESG investor and is not listed as a capital allocator; instead, it makes use of third‑party external managers for certain allocations. Finamex also reports roles beyond advisory work: it has affiliations as a broker‑dealer and as a registered security‑based swap dealer. Although the firm operates offices in multiple states, its ADV does not designate it as a Multi‑State Adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices