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FEFA FINANCIAL
530 Vance Road
Saint Louis, Missouri 63088
Tel: (314) 530-0500
About FEFA FINANCIAL
FEFA FINANCIAL, formally registered with the SEC as FEFA FINANCIAL. The firm was established in 05/11/2023. They have over 1 offices throughout the country.
FEFA FINANCIAL is a Saint Louis, Missouri based Financial Planning firm with nearly $294,753,665 assets under management, offering retirement planning & investment advisory services to 3203 clients. The firm is staffed with 23 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324833 |
| SEC# | 801-127960 |
| Assets Managed by Firm | $294,753,665 |
| No. of Clients | 3203 |
| No. of Advisors | 23 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3203 | $294,753,665 |
| Individuals (other than high net worth individuals) | 1467 | $260,177,216 |
| High net worth individuals | 18 | $33,628,511 |
| Pension and profit sharing plans | 5 | $214,579 |
| Charitable organizations | 2 | $161,354 |
| Corporations or other businesses | 2 | $572,005 |
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