Finesse Funds, LLC

RIASEC Registered

Total AUM

$55.8M

Discretionary

$38.5M

69% of AUM

Avg account

$2.7M

Accounts

21

Employees

1

Advisory reps

2

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 an LLC that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses, and its principals also list accounting and law-firm activities as part of the business mix. Fees are charged as a percentage of assets under management and on an hourly basis. The firm does not identify as an active ESG investor and is not positioned as a multi-state or institutional capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds99%
Exchange Traded Equities1%

Owners & executives

1 of 1

Eli LaVaude
Chief Operating OfficerCRD 8256268

Contacts

1 of 1

Kenneth Ransford
CRD 4886970

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Basalt, CO

Eagle

Location

Basalt, CO

Headquartered in Basalt, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.

Metro area: Edwards-Glenwood Springs, CO
Region: West
County: Eagle
Address: 132 Midland Ave
Time zone: MT (UTC-7)
Office locations

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