Finsie Finance, Llc
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ADV data as of Mar 10, 2025
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hijnen, Boy, Theodorus | Coo | Jan 2021 (6y) | Less than 5% | |
| Stewart, Matthew, Diesenhouse | Chief Compliance Officer | Feb 2021 (6y) | ≈ 56.25% – 100% via Finsie, Co | |
| Zielinski, Jerzy, Stefan | Shareholder, Chief Technology Officer, Director | Feb 2021 (6y) | GP / trustee / elected manager of Finsie, Co (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Finsie, Co | Owner | Feb 2021 | A | 75% or more |
Estimated effective ownership (look-through of filed bands):
- Stewart, Matthew, Diesenhouse: 75% – 100% of Finsie, Co × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2025 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • REFERRAL FEES
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2025.
View current Form ADV (SEC/IAPD) ↗