Overview
Assets Under Management: $100 million
Headquarters: ROCKFORD, IL
High-Net-Worth Clients: 28
Average Client Assets: $2.1 million
Frequently Asked Questions
FOCUS FINANCIAL ADVISORS, INC. 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 #105038), FOCUS FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
FOCUS FINANCIAL ADVISORS, INC. is headquartered in ROCKFORD, IL.
FOCUS FINANCIAL ADVISORS, INC. serves 28 high-net-worth clients according to their SEC filing dated March 23, 2018. View client details ↓
According to their SEC Form ADV, FOCUS FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FOCUS FINANCIAL ADVISORS, INC. manages $100 million in client assets according to their SEC filing dated March 23, 2018.
According to their SEC Form ADV, FOCUS FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.48%
Average Client Assets: $2.1 million
Total Client Accounts: 393
Discretionary Accounts: 393
Regulatory Filings
CRD Number: 105038
Filing ID: 1188012
Last Filing Date: 2018-03-23 14:24:00