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Focus Financial Network Inc
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CRD # | 116140 |
SEC # | 801-71117 |
CIK # | 0002010942, 0000925208 |
AUM | $5.4 BB (2024-08-30) |
Employees | 167 (72% Investors, 74% Brokers) |
Phone | 651-631-8166 |
Address | 1300 Godward Street NE Minneapolis, MN 55413 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0000925208] | |
13F-HR | [0002010942] |
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Sagespring Wealth Partners
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|
TN | 5.5 |
Capital Advisors Inc
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OK | 5.5 |
JMG Financial Group Ltd
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IL | 5.4 |
Turim 21 Investimentos LTDA
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|
5.4 | |
Promanage LLC
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|
IL | 5.4 |
Aptus Capital Advisors LLC
✚
|
AL | 5.3 |
Gradient Investments LLC
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|
MN | 5.3 |
Janney Capital Management LLC
✚
|
PA | 5.3 |
Capital Investment Advisors LLC
✚
|
GA | 5.3 |
RPA Financial LLC
✚
|
CA | 5.3 |