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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Ridge
- Established Date
- 05-10-2002
- Office Locations
- 1
Office Locations
About Fata Financial
The Financial Action Task Force (FATF) is a global standards setter and assessment body leading efforts to combat money laundering, terrorist financing, and proliferation financing. It publishes guidance and toolkits, plenary outcomes, and country mutual evaluation reports, and convenes webinars and public-private forums. FATF does not investigate cases or request/authorize fund transfers, and warns against fraudulent use of its name.
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Asset Classes
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
PATRICIA FATA
Owner, Supervision Principal, Vice President
- CRD
- #4189201
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,467,589 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,467,589 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,467,589
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,895,347,207 | 34.4% |
| Cash | $2,222,010,647 | 26.4% |
| Equity - Exchange | $2,466,095,150 | 29.3% |
| Municipal Bonds | $833,253,994 | 9.9% |
| Total | $8,416,706,998 | 100.0% |