Faav
RIASEC Registered
Total AUM
$4M
Discretionary
$2.3M
57% of AUM
Avg account
$209K
Accounts
19
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325450
- Website
- www.financeasaverb.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI53.01%
- Individuals46.99%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Faav is organized as a limited liability company with individual ownership. The firm offers advisory services focused on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements are flexible and include percentage-of-assets, hourly billing, and fixed-fee engagements. Faav is not designated as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents30%
Contacts
1 of 1
Emily Barbe
Owner & CCOCRD 5952213
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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