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FINCH CAPITAL MANAGEMENT LLC
FINCH CAPITAL MANAGEMENT LLC is a highly experienced financial management firm that specializes in providing expert advice to clients on a wide range of financial matters. With a team of skilled and knowledgeable advisors, FINCH CAPITAL MANAGEMENT LLC is dedicated to helping clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Expert financial advice
- Wide range of financial services
- Dedicated team of skilled advisors
- Focus on helping clients achieve their financial goals
- Secure their future
Facts and Insights:
As of December 2021, FINCH CAPITAL MANAGEMENT LLC has $2 billion in assets under management. The firm has been in business for 15 years and has a team of 25 advisors dedicated to helping clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 Billion | 25 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Education planning
- Wealth management
- And more.
Client Types:
FINCH CAPITAL MANAGEMENT LLC caters to a wide range of clients, including individuals, families, business owners, and institutions. The firm is equipped to handle the unique financial needs of each client and customize their services accordingly.
Fees & Compensation:
FINCH CAPITAL MANAGEMENT LLC is a fee-only advisor, meaning the firm charges a percentage of assets under management as their fee. This ensures that advisors are aligned with their clients’ best interests and are not influenced by any third-party commissions or incentives.
Background:
FINCH CAPITAL MANAGEMENT LLC was founded in 2006 by John Finch, a highly experienced financial advisor with over 25 years of experience in the industry. Under his leadership, the firm has grown to become a trusted and reputable name in the financial management industry.
Financial Advisor Disclosures to Know:
FINCH CAPITAL MANAGEMENT LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a clean record with no disciplinary actions or conflicts of interest reported. The firm is committed to transparency and strives to educate their clients on any potential risks associated with their investments.