|
⚲
|
| Focus Financial Network Inc
✚
|
|
|---|---|
| CRD # | 116140 |
| SEC # | 801-71117 |
| CIK # | |
| AUM | $4.5 BB (2023-03-28) |
| Employees | 210 (100% Investors, 67% Brokers) |
| Phone | 651-631-8166 |
| Address | 1300 Godward Street NE Minneapolis, MN 55413 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,791 | 2.2 |
| (b) Individuals (high net worth individuals) | 1,298 | 2.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 45 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 70 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 25,116 | 5.1 |
| By Discretionary | ||
| Discretionary | 22,420 | 4.6 |
| Non-Discretionary | 2,696 | 0.5 |
| Total | 25,116 | 5.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.1 | |
| Total | 25,116 | 5.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Promanage LLC
✚
|
IL | 4.5 |
|
Fourth Street Performance Partners Inc
✚
|
KY | 4.5 |
|
JMG Financial Group Ltd
✚
|
IL | 4.5 |
|
Kestra Private Wealth Services LLC
✚
|
TX | 4.5 |
|
Stockman Wealth Management Inc
✚
|
MT | 4.5 |
|
Inverness Counsel LLC
✚
|
NY | 4.5 |
|
Harbour Investments Inc
✚
|
WI | 4.5 |
|
InterOcean Capital Group LLC
✚
|
TN | 4.5 |
|
Marshfield Associates Inc
✚
|
DC | 4.4 |
|
Dana Investment Advisors Inc
✚
|
WI | 4.4 |