Fefa Financial
Firm details
- Headquarters
- Valley Park, Missouri
- CRD number
- 324833
- Registered since
- May 11, 2023
- Website
- www.fefafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals84.59%
- HNWI15.08%
- Corporations / Businesses0.21%
- Pension & Profit Sharing Plans0.07%
- Charitable Organizations0.05%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fefa Financial is a limited liability company that registered with the SEC in 2023 and operates as a fee-based advisor charging a percentage of assets under management. The firm serves both individual and family clients as well as institutional investors, providing portfolio management for individuals and small businesses, pension consulting, and the selection of third-party advisers. Fefa Financial identifies as a capital allocator and reports being an active ESG investor, indicating ESG considerations factor into manager and security selection. The firm lists ties to a law firm and an insurance company among its industry affiliations.
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
- Exchange Traded Equities58%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
- Private Funds1%
Owners & executives
2 of 2
Patrick Stradtman
Chief Operations OfficerCRD 7049768
Wayne Atkins
Chief Compliance Officer, Investment Advisor RepresentativeCRD 7604923
Contacts
3 of 20
Lucas Wapinsky
Retirement PlannerCRD 7214332
Austin Hanse
Investment Advisor RepresentativeCRD 7232224
Jason Shepard
Investment Adviser RepresentativeCRD 6439789
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$183M in ETFs
88%
$161M
10%
$22.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $34.4M | 482,387 | 18.78% |
Location
Valley Park, MO
Saint Louis
Location
Valley Park, MO
Headquartered in Valley Park, 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
- 530 Vance Rd
- Time zone
- CT (UTC-6)
- Office locations
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