|
⚲
|
| Focus Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 109970 |
| SEC # | 801-57176 |
| CIK # | |
| AUM | $684.2 MM (2023-03-31) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 760-230-1880 |
| Address | 514 Via de La Valle Solana Beach, CA 92075 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 15.2 |
| (b) Individuals (high net worth individuals) | 110 | 134.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 197.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 23 | 337.4 |
| Total | 178 | 684.2 |
| By Discretionary | ||
| Discretionary | 23 | 337.4 |
| Non-Discretionary | 155 | 346.8 |
| Total | 178 | 684.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 684.2 | |
| Total | 178 | 684.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Perennial Investment Advisors LLC
✚
|
CA | 0.7 |
|
Ignite Planners LLC
✚
|
CA | 0.7 |
|
Hohimer Wealth Management LLC
✚
|
WA | 0.7 |
|
Rudney Associates Inc
✚
|
CA | 0.7 |
|
Advanced Asset Management Advisors Inc
✚
|
OH | 0.7 |
|
Alley Investment Management Company LLC
✚
|
IL | 0.7 |
|
Moody Aldrich Partners LLC
✚
|
MA | 0.7 |
|
Sky Investment Group LLC
✚
|
CT | 0.7 |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 0.7 |
|
Kelly Financial Group LLC
✚
|
MD | 0.7 |