Finamex Asset Management, LLC

Overview

Finamex Asset Management, LLC is an SEC-registered advisory firm organized as an LLC that serves both individual/family and institutional clients. Its stated advisory services include financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. The firm bills using a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements, which indicates flexibility to price both ongoing discretionary mandates and project-based planning work. The firm does not identify as an active ESG investor. Its FINTRX profile notes industry linkages to a broker‑dealer and a registered security‑based swap dealer, which may broaden access to trade execution, derivatives, or structured exposures. Ownership is listed as a domestic entity/individual structure and the adviser is not presented as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices