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FINAMEX ASSET MANAGEMENT, LLC

HOUSTON, TX · CRD 304260 · IAPD ↗ · 713-589-7121

$113.9MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — FINAMEX ASSET MANAGEMENT, LLC (HOUSTON, TX) is newly SEC-registered with $104.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.