Overview
Assets Under Management: $327 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 3
Average Client Assets: $56 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.01
Average High-Net-Worth Client Assets: $56 million
Total Client Accounts: 892
Discretionary Accounts: 335
Non-Discretionary Accounts: 557
Regulatory Filings
CRD Number: 104573
Filing ID: 1974562
Last Filing Date: 2025-03-31 20:34:00
Website: https://focuspointsolutions.com