Overview
Assets Under Management: $151 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 2
Average Client Assets: $76 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $76 million
Total Client Accounts: 525
Discretionary Accounts: 509
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 113954
Filing ID: 2008601
Last Filing Date: 2025-08-11 14:53:00
Website: https://profocus.com