FINEBERG FINANCIAL MANAGEMENT LLC

FINEBERG FINANCIAL MANAGEMENT LLC of SEAL BEACH, CA is an SEC-registered investment adviser (CRD 322268). Regulatory assets under management: $40.0M.

Registration

• CRD: 322268
• SEC file number: 801-126608
• Type: Registered investment adviser
• Location: 3020 OLD RANCH PARKWAY, SEAL BEACH, CA, 90740
• Phone: 562-446-0028
• Latest filing: 2026-03-20
• Regulatory AUM: $40.0M
• Discretionary AUM: $40.0M
• Clients: 3
• Accounts: 216

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322268 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search