Mauricio Guillermo Lepe melgoza
Investment adviser representative at Finec Asset Management
8 yearsExperience
2 statesRegistered in
$157MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
8 years in the industry.
- Finec Asset Management CorpSep 2017 to now
- Tauris Derivatives Solutions SaMar 2019 to Jun 2023
- Site Plasticos Sa De CvJan 2019 to Jun 2023
- Finec Asset Management LLCSep 2015 to Dec 2016
- Finec Asset Management Sa De CvJan 2015 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Finec Asset Management
Legal name: Finec Asset Management LLC
$157MAssets managed
163Clients
6Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6545104
- Firm CRD
- 231789