# FINEC ASSET MANAGEMENT LLC

FINEC ASSET MANAGEMENT LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 231789
- Type: SEC-registered investment adviser
- SEC file number: 801-132849
- Location: 402 WEST BROADWAY, SUITE 400, SAN DIEGO, CA, 92101
- Phone: 858-945-3192
- Latest filing: 2026-03-18
- Regulatory AUM: $157.0M
- Discretionary AUM: $150.3M
- Non-discretionary AUM: $6.8M
- Clients: 6
- Accounts: 163

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Rene Toussaint-Lopez | CHAIRMAN OF THE BOARD / CHIEF COMPLIANCE OFFICER | — |
| Mauricio Guillermo Lepe Melgoza | CHIEF EXECUTIVE OFFICER | — |
| TOUSSAINT VILLASENOR RENE ALBERTO | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | — |
| GODINEZ VALDOVINOS SILVIA KARINA | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| ELLISON BAEZA JEAN PAUL | MANAGING MEMBER/ SENIOR INVESTMENT ADVISOR; SENIOR INVESTMENT ADVISOR | — |
| LEPE MELGOZA MAURICIO GUILLERMO | MANAGING MEMBER / CHIEF EXECUTIVE OFFICER | — |
| TOUSSAINT-LOPEZ RENE | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/231789/brochure
- Similar advisers: https://search.stillhousedata.com/firm/231789/similar
- Related entities: https://search.stillhousedata.com/firm/231789/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/231789

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.