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FINITE MANAGEMENT, LLC

401 Wilshire Blvd.
#1251
Santa Monica, California 90401
Tel: 415-966-2000

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About FINITE MANAGEMENT, LLC

FINITE MANAGEMENT, LLC, formally registered with the SEC as FINITE MANAGEMENT, LLC. The firm was established in 10/25/2021. They have over 1 offices throughout the country.

FINITE MANAGEMENT, LLC is a Santa Monica, California based Financial Planning firm with nearly $2,959,504 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#314875
SEC#801-122559
Assets Managed by Firm$2,959,504
No. of Clients1
No. of Advisors5

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for investment companies

Firm Client Information

No. of ClientsAUM
Firm Total1$2,959,504

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