CRD: 170654
Fapa Advisory Services Team (Fast)
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
About Fapa Advisory Services Team (Fast)
FAPA Financial Services (FAPA Advisory Services Team/FAST), a wholly owned subsidiary of FAPA.aero, provides financial planning, retirement planning, investment management, and tax guidance tailored to professional pilots. It also offers interview preparation and pilot career coaching (resume support and personalized guidance), drawing on FAPA’s long-standing role in the commercial aviation community since 1972 and pilot-specific considerations like the age-65 cutoff.
Team overview
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Investment Themes
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Owner & Executives
WILLIAM LOUIS SMITH
Advisor, Chief Compliance Officer, Manager
- CRD
- --
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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THOMAS WILLIAM SMITH
--
- CRD
- #800397
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,991,343 | $281,417 |
| Non-Discretionary | $0 | -- |
| Total | $8,991,343 | $281,417 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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