Fapa Advisory Services Team (Fast)
RIAState Registered
Total AUM
$9M
Discretionary
$9M
100% of AUM
Avg account
$281K
Accounts
32
Employees
6
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 170654
- Registered since
- July 28, 2015
- Website
- www.fapafinancial.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.16%
- Individuals33.84%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fapa Advisory Services Team (FAST) is an independent limited liability advisory firm registered in Georgia that focuses on individual and family clients. The firm provides financial planning and portfolio management services tailored to individuals and small businesses. Its billing mixes percentage-of-assets fees with hourly and fixed-fee engagements, and it does not position itself as a capital allocator. FAST does not emphasize ESG investing.
Assets & Accounts
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 Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth 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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