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 individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with hourly charges. The firm also lists ancillary business activities as accountant and law firm, and it is not positioned as a capital allocator or pension consultant. Finesse Funds does not identify as an active ESG investor and is not listed as a multi-state adviser.