Fefa Financial
Firm details
- Headquarters
- Valley Park, Missouri
- CRD number
- 324833
- Registered since
- May 11, 2023
- Website
- www.fefafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals84.59%
- HNWI15.08%
- Corporations / Businesses0.21%
- Pension & Profit Sharing Plans0.07%
- Charitable Organizations0.05%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fefa Financial is an independent registered investment adviser organized as an LLC that registered with the SEC in 2023. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. It describes itself as a capital allocator and offers portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm also identifies as an active ESG investor, which it incorporates into manager selection and portfolio construction.
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 Equities58%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
- Private Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$177M in ETFs
91%
$160M
9%
$16.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $35.6M | 504,344 | 20.17% |
Location
Valley Park, MO
Saint Louis
Location
Valley Park, MO
Headquartered in Valley Park, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 530 Vance Rd
- Time zone
- CT (UTC-6)
- Office locations
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