Cesar
Adame

Fefa Financial

CRD#7852970
Investment Advisor
in Austin, TX

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About this Advisor

Cesar Adame is a financial advisor based in Austin, Texas, working with Fefa Financial. Cesar has previously worked at Vci Wealth Management LLC, Fefa Asset Management LLC, and Kitchen And Bath Remodeling Business. Cesar has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Cesar is part of Fefa Financial, which is located in Austin, Texas. The firm has 23 employees and manages assets totaling $294.8 million. Fefa Financial serves charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fefa Financial uses an asset-based fee structure.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Austin, TX

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Fefa Financial Brokerage Details

Total Assets Under Management

$294,753,665

TX Average: $11,469,110,461
Total Number of Employees

23

TX Average: 458
Total Number of Accounts

3,203

TX Average: 33,415
Average Account Size

$92,024

TX Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Cesar Adame Work History

2024 - Present (1 year)

Vci Wealth Management LLC

2023 - 2024 (1 year)

Fefa Asset Management LLC

2008 - 2022 (14 years)

Kitchen And Bath Remodeling Business

Disclosures

Please visit the SEC profile of Cesar Adame to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fefa Financial

William Rosen
Newburyport, MA
John Girault Iii
Valley Park, MO
Matthew Gelman
Bradenton, FL
Wayne Atkins
Valley Park, MO
Patrick Stradtman
Valley Park, MO
Andrew Stringer
Valley Park, MO
Lindsay High
Valley Park, MO
Kirby Cundiff
Valley Park, MO

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