FINLEY FINANCIAL, LLC
  • FINLEY FINANCIAL, LLC

Adviser Profile

As of Date 01/26/2026
Registration SEC, Approved, 06/22/2017
Other registrations (1)
ADV Location LAS VEGAS, NV, United States
Contact Info 503 xxxxxxx
Websites
AUM* 259,820,341 48%
of that, discretionary 259,820,341 48%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 895,932 50%
% High Net Worth 62.90% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

260M 223M 186M 148M 111M 74M 37M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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