Fapa Advisory Services Team (Fast)

RIASEC RegisteredEst. 2015
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$281K
Accounts
32
Employees
6
Advisory reps
2

Firm details

Headquarters
,
CRD number
170654
Registered since
July 28, 2015
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI66.16%
  • Individuals33.84%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fapa Advisory Services Team (Fast) is a small, independent registered investment adviser organized as a limited liability company and SEC-registered since 2015. The firm focuses on financial planning and portfolio management for individuals and small-business owners, billing clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Investment activity centers on publicly traded pooled vehicles—primarily mutual funds—while the firm supplements core allocations with corporate debt for income and external alternative fund exposure. Fapa Advisory Services Team (Fast) does not identify as an active ESG investor and operates with a concentrated client base rather than a broad multi-state footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

2 of 2
  • Thomas Smith

    Thomas Smith

    Vice PresidentCRD 800397

  • William Smith

    William Smith

    ​President and FounderCRD 6386583

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth