FVS Financial
Firm details
- Headquarters
- ,
- CRD number
- 117340
- Custodians
- SECURITY BENEFIT LIFE INSURANCE COMPANY
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Fvs Financial operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm provides a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. As a sole proprietorship, it is owned by an individual who is actively involved in the firm's operations. Fvs Financial also engages in business activities as a real estate broker and insurance broker, indicating a diverse approach to wealth management.
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 Equities90%
- Cash & Cash Equivalents5%
- Other5%
Contacts
1 of 1Frank Sapareto
Owner/sole ProprietorCRD 2274877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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