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FINSIE
3234 Upper Lock Ave
Belmont, California 94002
Tel: 650-262-1863
About FINSIE
FINSIE, formally registered with the SEC as FINSIE. The firm was established in 03/17/2021. They have over 1 offices throughout the country.
FINSIE is a Belmont, California based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313047 |
| SEC# | 801-120554 |
| Assets Managed by Firm | $0 |
| No. of Clients | 0 |
| No. of Advisors | 3 |
Fee Structure
- Other (REFERRAL FEES)
Advisory Services Provided
- Other (REFERRAL TO INVESTMENT ADVISERS)
Firm Client Information
| No. of Clients | AUM |
|---|
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