Finley Financial, Llc
Mcminnville, Oregon
Finley Financial, LLC is a reputable investment advisory firm headquartered in McMinnville, Oregon. With a single office location, the company operates with a dedicated team of one employee who specializes in providing top-notch investment advisory services. Renowned for their expertise, Finley Financial manages an impressive average of $143,910,000 in assets under management per investment advisor, a figure that surpasses the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management. Although less than 30% of their assets under management are allocated to 401...
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Assets Under Mgmt

$143.91M

Investment Professionals

1

Locations

0

% 401K & Individual

29%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
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