Focus 401 K Group LLC

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Assets, Funds, Holdings

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Focus 401 K Group LLC
CRD #172217
SEC #801-80065
CIK #
AUM 169.9 M (2026-01-14)
Employees 2 (100% Investors, 0% Brokers)
Phone214-373-4113
Address16415 Addison Road
Addison, TX 75001
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 27 169.9
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 27 169.9
By Discretionary
Discretionary 27 169.9
Non-Discretionary 0 0.0
Total 27 169.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 169.9
Total 27 169.9
Firm Profile (Form ADV)
Clients18
ServesInstitutional
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