Overview
Assets Under Management: $127 million
Headquarters: ROCKFORD, IL
High-Net-Worth Clients: 58
Average Client Assets: $1.7 million
Frequently Asked Questions
FOCUS FINANCIAL ADVISORS 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 #297806), FOCUS FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
FOCUS FINANCIAL ADVISORS is headquartered in ROCKFORD, IL.
FOCUS FINANCIAL ADVISORS serves 58 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, FOCUS FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FOCUS FINANCIAL ADVISORS manages $127 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, FOCUS FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.93%
Average Client Assets: $1.7 million
Total Client Accounts: 172
Discretionary Accounts: 172
Regulatory Filings
CRD Number: 297806
Filing ID: 1827513
Last Filing Date: 2024-03-21 14:52:00