FINLEY FINANCIAL, LLC

Overview

Finley Financial, LLC is a privately owned investment advisory organized as a limited liability company and registered with the SEC in 2017. The firm provides fee-based portfolio management to individuals, families and small businesses, charging a percentage of assets under management. Its client base is concentrated on individual and family relationships rather than institutional mandates. The firm does not describe itself as an active ESG investor, is not organized as a multi-state adviser for registration purposes, and does not appear to act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives