FINLEY FINANCIAL, LLC

11421 Rain Canyon Ave, 102
Las Vegas, Nevada 89135
Tel: 503-474-3535

About FINLEY FINANCIAL, LLC

FINLEY FINANCIAL, LLC, formally registered with the SEC as FINLEY FINANCIAL, LLC. The firm was established in 06/22/2017. They have over 1 offices throughout the country.

FINLEY FINANCIAL, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $202,271,000 assets under management, offering retirement planning & investment advisory services to 304 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131442
SEC#	801-110657
Assets Managed by Firm	$202,271,000
No. of Clients	304
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	304	$202,271,000
Individuals (other than high net worth individuals)	48	$54,613,000
High net worth individuals	76	$147,658,000

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