FINESSE FUNDS, LLC

RIASEC Registered

Total AUM

$55.8M

Discretionary

$38.5M

69% of AUM

Avg account

$2.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: BASALT, Colorado
CRD number: 132640
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI83.33%
Individuals16.67%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Finesse Funds, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individual and small-business clients. Compensation is primarily a percentage of assets under management, with hourly billing used for some services. The firm also lists accounting and law firm activities among its business affiliations, suggesting a close integration with professional-service practices rather than operating as a multi-state or institutional capital allocator. Finesse Funds does not identify as an active ESG investor.