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| Focus Financial Network Inc
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|---|---|
| CRD # | 116140 |
| SEC # | 801-71117 |
| CIK # | 0000925208, 0002010942 |
| AUM | 6,823.8 M (2026-03-26) |
| Employees | 189 (60% Investors, 66% Brokers) |
| Phone | 651-631-8166 |
| Address | 1300 Godward Street NE Minneapolis, MN 55413 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Sandisk Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,863 | 2.8 |
| (b) Individuals (high net worth individuals) | 1,697 | 3.9 |
| (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 | 33 | 0.1 |
| (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 | 88 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 27,510 | 6.8 |
| By Discretionary | ||
| Discretionary | 26,512 | 6.6 |
| Non-Discretionary | 998 | 0.2 |
| Total | 27,510 | 6.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.8 | |
| Total | 27,510 | 6.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000925208] | |
| 13F-HR | [0002010942] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.0B |
| Clients | 105 |
| Serves | Institutional, Retail, Research |
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