Overview
Assets Under Management: $562 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 130
Average Client Assets: $2 million
Frequently Asked Questions
FOCUSED ALPHA, LLC 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 #310591), FOCUSED ALPHA, LLC is subject to fiduciary duty under federal law.
FOCUSED ALPHA, LLC is headquartered in DENVER, CO.
FOCUSED ALPHA, LLC serves 130 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, FOCUSED ALPHA, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FOCUSED ALPHA, LLC manages $562 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, FOCUSED ALPHA, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,481
Discretionary Accounts: 1,473
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 310591
Filing ID: 1942556
Last Filing Date: 2025-03-12 09:39:00
Website: https://gscomplianceconsulting.com