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 began SEC registration in 2023. The firm positions itself as a fee-based portfolio manager serving individuals, families and institutional clients, and describes its role as a capital allocator that also selects and oversees third‑party managers. Core advisory services include portfolio management for individuals and small businesses, pension consulting and selecting other advisers. The firm reports active ESG investing and has industry affiliations with a law firm and an insurance company.
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
2 of 2
Patrick Stradtman
Chief Operations OfficerCRD 7049768
Wayne Atkins
Chief Compliance Officer, Investment Advisor RepresentativeCRD 7604923
Contacts
3 of 20
Lucas Wapinsky
Retirement PlannerCRD 7214332
Austin Hanse
Investment Advisor RepresentativeCRD 7232224
Jason Shepard
Investment Adviser RepresentativeCRD 6439789
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$183M in ETFs
88%
$161M
10%
$22.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $34.4M | 482,387 | 18.78% |
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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