Overview
Assets Under Management: $478 million
Headquarters: VANCOUVER, WA
High-Net-Worth Clients: 393
Average Client Assets: $1.0 million
Frequently Asked Questions
NEWFOCUS FINANCIAL GROUP, 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 #132578), NEWFOCUS FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
NEWFOCUS FINANCIAL GROUP, LLC is headquartered in VANCOUVER, WA.
NEWFOCUS FINANCIAL GROUP, LLC serves 393 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, NEWFOCUS FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
NEWFOCUS FINANCIAL GROUP, LLC manages $478 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, NEWFOCUS FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 393
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.42%
Average Client Assets: $1.0 million
Total Client Accounts: 1,258
Discretionary Accounts: 1,258
Regulatory Filings
CRD Number: 132578
Filing ID: 1188789
Last Filing Date: 2018-03-30 15:37:00