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FVS FINANCIAL

SAPARETO, FRANK V.

CRD 117340

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$11.0M

Discretionary AUM

$11.0M

Team

1 total employees; 1 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2024-07-29

Disciplinary history

Yes

Verify reputation

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals25$11.0M

Official SEC filing: View on IAPD