A complete list of active advisors currently associated with Finamex Asset Management, LLC

Warmer can help you find a great advisor at Finamex Asset Management, LLC or one who fits your needs even better.

Finamex Asset Management, LLC is a SEC‑registered investment adviser that provides portfolio management, financial planning, and consulting to individuals, families, trusts and businesses, with the brochure describing a primary client focus on high‑net‑worth individuals in Mexico. The firm offers both discretionary and non‑discretionary engagement options and may also deliver standalone financial planning and consulting on an hourly or flat‑fee basis. The firm’s stated investment framework is built on Modern Portfolio Theory combined with a tactically managed asset‑allocation approach: a longer‑term core allocation is complemented by technically based, rule‑driven strategies intended to capture shorter‑term market inefficiencies. Portfolios are largely constructed using ETFs, mutual funds, individual stocks and bonds, and the firm describes a range of model portfolios that vary from fixed‑income‑heavy allocations to thematic, equity‑focused strategies with active monitoring and periodic rebalancing. What distinguishes Finamex from many U.S. team firms is its operational and ownership links to a Mexican financial group and an affiliated broker‑dealer: Finamex International executes and clears trades (via Stone‑X Financial Inc. as clearing agent) and the firm discloses reliance on affiliated buy/sell signals and related execution arrangements. The brochure also notes that a majority of the firm’s assets are managed on a non‑discretionary basis and cautions that affiliate signaling and client authorization practices can affect trade timing, best execution and performance outcomes relative to fully discretionary managers.

To learn more about the advisors currently working at Finamex Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.