Overview
Assets Under Management: $274 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 40
Average Client Assets: $6 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.70
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 355
Discretionary Accounts: 352
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 165425
Last Filing Date: 2025-02-26 00:00:00
Website: https://focus-wa.com