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 a limited liability company that markets itself around financial planning services and charges clients on an hourly basis. Ownership is held by an individual and the firm is categorized as unclassified in the source data. The record does not list an SEC registration year and it is not identified as a multi-state adviser or a capital allocator. The firm is not flagged as an active ESG investor, does not act as a pension consultant, and is not shown as a related adviser. The emphasis on hourly fees and the stated advisory activity (financial planning) indicate the business model is focused on advice and planning engagements rather than traditional asset management or wrap-fee platforms.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

    Sally Mccray

    FounderCRD 1426445

  • Nicoletta Schaff

    Nicoletta Schaff

    Financial AdvisorCRD 6086671

  • Hannah Ahmed

    Hannah Ahmed

    Senior Wealth 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