Fama Fiduciary Wealth LLC

RIASEC Registered
Total AUM
$119M
Discretionary
$119M
100% of AUM
Avg account
$549K
Accounts
217
Employees
1
Advisory reps
1

Firm details

Headquarters
Manchester, Missouri
CRD number
125627
Registered since
November 12, 2013
Custodians
NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI89.92%
  • Individuals9.72%
  • Corporations / Businesses0.36%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Fama Fiduciary Wealth LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (first registered in 2013) and acts as a capital allocator, serving both individual and family clients as well as institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Service capabilities listed on the firm’s disclosure emphasize comprehensive financial planning and portfolio management for individuals, small businesses and institutions, along with pension consulting, manager selection and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Exchange Traded Equities 11%, State & Local Bonds 2%87%
  • Public Funds/Mutual Funds87%
  • Exchange Traded Equities11%
  • State & Local Bonds2%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Manchester, MO

Saint Louis

Location

Manchester, MO

Headquartered in Manchester, 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
13610 Barrett Office Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth