Overview
Assets Under Management: $780 million
Headquarters: SOLANA BEACH, CA
High-Net-Worth Clients: 115
Average Client Assets: $0.2 million
Frequently Asked Questions
FOCUS INVESTMENT 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 #109970), FOCUS INVESTMENT ADVISORS, INC is subject to fiduciary duty under federal law.
FOCUS INVESTMENT ADVISORS, INC is headquartered in SOLANA BEACH, CA.
FOCUS INVESTMENT ADVISORS, INC serves 115 high-net-worth clients according to their SEC filing dated December 10, 2024. View client details ↓
According to their SEC Form ADV, FOCUS INVESTMENT ADVISORS, INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FOCUS INVESTMENT ADVISORS, INC manages $780 million in client assets according to their SEC filing dated December 10, 2024.
According to their SEC Form ADV, FOCUS INVESTMENT ADVISORS, INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 115
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 3.15%
Average Client Assets: $0.2 million
Total Client Accounts: 181
Discretionary Accounts: 21
Non-Discretionary Accounts: 160
Regulatory Filings
CRD Number: 109970
Filing ID: 1916329
Last Filing Date: 2024-12-10 13:15:00