Finn

Overview

Finn is an independent, corporation-structured registered investment adviser that works primarily with individual and family clients. The firm charges fees based on a percentage of assets under management and offers portfolio management for individuals and small businesses plus educational seminars and workshops. Finn reports a fixed-income orientation, is not positioned as a capital allocator, and does not identify as an active ESG investor or a multi-state adviser. The firm became SEC-registered in 2024 and is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives