Overview
Assets Under Management: $224 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 84
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 749
Discretionary Accounts: 749
Regulatory Filings
CRD Number: 300464
Last Filing Date: 2024-03-29 00:00:00
Website: https://focuspointsolutions.com