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| Happy Holidays!! thanks for using AUM13F!! |
| Focus Financial Network Inc
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| CRD # | 116140 |
| SEC # | 801-71117 |
| CIK # | 0002010942, 0000925208 |
| AUM | $6.3 B (2025-07-21) |
| Employees | 172 (69% Investors, 71% Brokers) |
| Phone | 651-631-8166 |
| Address | 1300 Godward Street NE Minneapolis, MN 55413 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002010942 0000925208 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| Apple Inc | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| ServiceNow Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12,634 | 3.1 |
| (b) Individuals (high net worth individuals) | 1,270 | 3.1 |
| (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 | 36 | 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 | 84 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 26,057 | 6.3 |
| By Discretionary | ||
| Discretionary | 24,694 | 5.9 |
| Non-Discretionary | 1,363 | 0.4 |
| Total | 26,057 | 6.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.3 | |
| Total | 26,057 | 6.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000925208] | |
| 13F-HR | [0002010942] |
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|---|---|---|
|
IHT Wealth Management LLC
✚
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IL | 6.4 |
|
JMG Financial Group Ltd
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IL | 6.4 |
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The Huntington Investment Company
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OH | 6.3 |
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Nicholas Co Inc
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WI | 6.3 |
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Cannell & Spears LLC
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NY | 6.3 |
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Capital Investment Advisors LLC
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GA | 6.3 |
|
Community Capital Management LLC
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FL | 6.3 |
|
Geneva Capital Management LLC
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WI | 6.2 |
|
Modern Wealth Management LLC
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|
KS | 6.1 |
|
Capital Advisors Inc
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|
OK | 6.1 |