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Sean Finnegan

ASB Capital Management LLC

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About Sean Finnegan

Sean Finnegan is an Investment Advisor Representative at ASB Capital Management LLC. Sean holds a Series 65 license and is registered in Illinois, Maryland, and Virginia. Sean's specializations include portfolio management for businesses, individuals, and pooled investment vehicles. ASB Capital Management LLC provides portfolio management for individuals, businesses, and pooled investment vehicles.

Firm Information

Sean Finnegan is currently registered with ASB Capital Management LLC. ASB Capital Management LLC is an investment advisor headquartered in Bethesda, MD. The firm manages approximately $29.73 billion in assets for a variety of clients, including insurance companies, charitable organizations, pension and profit sharing plans, and pooled investment vehicles. They offer portfolio management services for individuals, businesses, and pooled investment vehicles.
ASB Capital Management LLC

7501 WISCONSIN AVENUE, WEST TOWER

BETHESDA, MD 20814

$29.73B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sean Finnegan’s Registration & Firm History

MD

05/23/2023 - Present

ASB Capital Management LLC (BETHESDA MD)

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Licenses & Designations

IA

Issued 05/23/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Finnegan.
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