Focus Financial Network Inc

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Assets, Funds, Holdings

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Focus Financial Network Inc
CRD #116140
SEC #801-71117
CIK #0002010942, 0000925208
AUM $5.4 BB (2024-08-30)
Employees 167 (72% Investors, 74% Brokers)
Phone651-631-8166
Address1300 Godward Street NE
Minneapolis, MN 55413
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
6.04.83.62.41.20.02010201520202025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
NVDA 399.6 0.2
AAPL 2,382.8 0.1
AMZN 1,093.0 0.1
MSFT 1,918.2 0.0
UNH 477.0 0.0
GOOGL 1,475.1 0.0
 
 
 
 
 
Holdings by Sector ($BB)
25201510502019202120232025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 12,459 2.8
(b) Individuals (high net worth individuals) 1,201 2.5
(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 119 0.0
(h) Charitable organizations 3 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 80 0.1
(n) Other 0 0.0
Total 25,365 5.4
By Discretionary
Discretionary 23,795 5.1
Non-Discretionary 1,570 0.3
Total 25,365 5.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.4
Total 25,365 5.4
EDGAR Form CIK 2011 - 2024
13F-HR [0000925208]
13F-HR [0002010942]
Comparable Firms State AUM ($BB)
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JMG Financial Group Ltd
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Turim 21 Investimentos LTDA
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Promanage LLC
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Aptus Capital Advisors LLC
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Gradient Investments LLC
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Janney Capital Management LLC
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Capital Investment Advisors LLC
GA 5.3
RPA Financial LLC
CA 5.3
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