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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Focus Planning Group LLC
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| CRD # | 281231 |
| SEC # | 801-132810 |
| CIK # | |
| AUM | $35.6 M (2025-07-16) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 631-714-6869 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 17.5 |
| (b) Individuals (high net worth individuals) | 6 | 18.1 |
| (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 | 0 | 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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 176 | 35.6 |
| By Discretionary | ||
| Discretionary | 176 | 35.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 176 | 35.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 35.6 | |
| Total | 176 | 35.6 |
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|---|---|---|
|
Lowell Road Asset Management Inc
✚
|
NY | 0.0 |
|
Springtide Partners LLC
✚
|
IL | 0.0 |
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Hodge Financial Services LLC
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NH | 0.0 |
|
Stash Wealth LLC
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NY | 0.0 |
|
Best Life Infinity LLC
✚
|
CO | 0.0 |
|
Savvi Financial LLC
✚
|
MA | 0.0 |
|
Your Financial Pharmacist Planning LLC
✚
|
OH | 0.0 |
|
Complete Financial Planning Inc
✚
|
0.0 | |
|
Patterson Partners Ltd
✚
|
0.0 | |
|
Maidstone Wealth Management LLC
✚
|
NY | 0.0 |