Fineberg Financial Management LLC
Fineberg Financial Management LLC (CRD# 322268) is a financial advisory firm headquartered in Seal Beach, CA. They manage $32,850,722 in 183 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fineberg Financial Management LLC
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts183ACCOUNTS
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Average Account Value$179,512
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Fineberg Financial Management LLC
1
Marah Fineberg-Kuck (CRD# 4572003) is an Investment Advisor Representative working at Fineberg Financial Management LLC in Seal Beach, CA and has over 21 years of experience in the finance industry.
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