Overview
Assets Under Management: $435 million
Headquarters: SAINT LOUIS, MO
High-Net-Worth Clients: 37
Average Client Assets: $1.8 million
Frequently Asked Questions
FEFA FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324833), FEFA FINANCIAL is subject to fiduciary duty under federal law.
FEFA FINANCIAL is headquartered in SAINT LOUIS, MO.
FEFA FINANCIAL serves 37 high-net-worth clients according to their SEC filing dated April 10, 2026. View client details ↓
According to their SEC Form ADV, FEFA FINANCIAL offers portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
FEFA FINANCIAL manages $435 million in client assets according to their SEC filing dated April 10, 2026.
According to their SEC Form ADV, FEFA FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.08%
Average Client Assets: $1.8 million
Total Client Accounts: 3,837
Discretionary Accounts: 3,837
Regulatory Filings
CRD Number: 324833
Filing ID: 2093248
Last Filing Date: 2026-04-10 14:29:59