FINAMEX ASSET MANAGEMENT, LLC

Overview

Finamex Asset Management, LLC is an SEC-registered advisory firm that serves both individual/family and institutional clients. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and institutions. The firm charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Finamex does not identify as an active ESG investor and lists broker-dealer and registered security-based swap dealer among its industry affiliations. Its SEC registration year is recorded as 2025.

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Public Holdings

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Location & Offices