Fapa Financial Services Review

Trust Score 86%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.

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Fapa Financial Services, federally registered in 2015, is a Registered Investment Advisor (RIA) in 15 state(s) with a licensed staff of 2 advisors. Fapa Financial Services manages $3.0 million and provides investment advisory services for 10 clients (1:5 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $300,000
Hybrid Advisor No
Disciplinary History No
Total AUM $3.0 million
Advisor / Client Ratio 1:5
Headquarters Henderson, NV
SEC Filings Forms and Brochures    (CRD # 170654)
State(s) Registered AZ, CA, CO, FL, GA, IL, MA, MN, NV, NY, NC, OH, PA, TX, WA

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