FAP,LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
7
Advisory reps
3

Firm details

Headquarters
BELLEVUE, Washington
CRD number
114976
Fee structure
Hourly Charges
Services
Financial Planning

Firm profile

FINTRX

Overview

Fap, LLC is an individually owned limited liability company that provides fee-for-service financial planning. The firm bills clients on an hourly basis rather than using asset-based or retainer fees. Regulatory details are limited: it is listed as an unclassified adviser and there is no SEC registration year provided. Fap, LLC does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. The firm is not recorded as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • SALLY MCCRAY

    FounderCRD 1426445

  • Nicoletta Schaff

    Financial AdvisorCRD 6086671

  • HANNAH AHMED

    AdvisorCRD 4970862

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BELLEVUE, WA

KING

Location

BELLEVUE, WA

Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
KING
Address
11004 NE 11th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth