Faav
RIASEC Registered
Total AUM
$1.8M
Discretionary
$1.3M
70% of AUM
Avg account
$108K
Accounts
17
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 325450
- Website
- www.financeasaverb.com
- Custodians
- ALTRUIST FINANCIAL LLC, BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- HNWI65.28%
- Individuals34.72%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Faav is a limited liability company that operates primarily as an insurance broker while also offering financial planning services and portfolio management for individuals and small businesses. The firm engages in educational seminars and workshops, aiming to enhance client understanding of financial matters. Faav does not actively pursue ESG investments and is not classified as a multi-state adviser or a newly formed adviser.
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 Equities69%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds8%
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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