|
⚲
|
| Focus Investment Advisors Inc
✚
|
|
|---|---|
| CRD # | 109970 |
| SEC # | 801-57176 |
| CIK # | |
| AUM | $780.2 MM (2024-03-18) |
| Employees | 5 (100% Investors, 80% Brokers) |
| Phone | 760-230-1880 |
| Address | 514 Via de La Valle Solana Beach, CA 92075 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 150.6 |
| (b) Individuals (high net worth individuals) | 115 | 24.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 20 | 225.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 25 | 379.4 |
| Total | 181 | 780.2 |
| By Discretionary | ||
| Discretionary | 21 | 388.9 |
| Non-Discretionary | 160 | 391.3 |
| Total | 181 | 780.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 780.2 | |
| Total | 181 | 780.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Milestone Investment Advisors LLC
✚
|
WI | 0.8 |
|
Oak City Consulting LLC
✚
|
NC | 0.8 |
|
Recurrent Investment Advisors LLC
✚
|
TX | 0.8 |
|
Goldstein Advisors LLC
✚
|
WI | 0.8 |
|
Quadra Gestao de Recursos Sa
✚
|
0.8 | |
|
Accurate Wealth Management LLC
✚
|
FL | 0.8 |
|
The Marshall Financial Group Inc
✚
|
PA | 0.8 |
|
Sweet Financial Partners LLC
✚
|
MN | 0.8 |
|
The Fairman Group LLC
✚
|
PA | 0.8 |
|
Charles Pratt & Company LLC
✚
|
NY | 0.8 |