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FINAMEX ASSET MANAGEMENT, LLC
CRD 304260 · SEC 801-135018
2700 POST OAK BLVD., 22ND FLOOR; SUITE 22-122, HOUSTON, TX, 77056, United States
Phone
713-589-7121
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$113.9M
Discretionary AUM
$51.2M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 140 | $41.4M |
| High net worth individuals | 34 | $66.0M |
| Corporations/business entities | 16 | $6.4M |
States served
CA, TX
Official SEC filing: View on IAPD