Facet
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 285961
- Registered since
- December 15, 2016
- Website
- www.facetwealth.com
- Custodians
- APEX CLEARING CORPORATION, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI60.02%
- Individuals39.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Facet is an independent registered investment adviser that serves individual and family clients with a fee-for-service model. The firm is SEC-registered (registration year 2016) and lists financial planning and portfolio management for individuals and small businesses among its primary advisory activities. Facet identifies itself as an active ESG investor and operates on a fixed-fee basis rather than percentage-based asset fees. It does not function as a capital allocator; alternative exposure is accessed via third-party managers rather than sponsored private funds. Facet received Citywire’s "50 Growers Across America" recognition in both 2022 and 2024.
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
- Public Funds/Mutual Funds91%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 255Active vs passive
$8B in ETFs
99%
$8B
1%
$56.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $1.3B | 18,188,897 | 16.02% |
Location
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 2054 Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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