Overview
Assets Under Management: $32.2 billion
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 72
Average Client Assets: $97 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 21.74
Average High-Net-Worth Client Assets: $97 million
Total Client Accounts: 78,053
Discretionary Accounts: 30,503
Non-Discretionary Accounts: 47,550
Regulatory Filings
CRD Number: 143319
Filing ID: 2010851
Last Filing Date: 2025-08-27 16:48:00
Website: https://focuspartners.com