Finch Wealth Management, LLC

Finch Wealth Management, LLC (CRD# 315751) is a financial advisory firm headquartered in , . They manage $2,224,448 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.instagram.com/finchwealthmanagement/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $185,371
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK

Financial Advisors at Finch Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Finch, financial advisor Altus OK
Michael J. Finch
CRD#: 6477940
Altus, OK

Michael Finch (CRD# 6477940) is an Investment Advisor Representative working at Finch Wealth Management, LLC in Altus, OK and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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