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| Income Focus Portfolio Management LLC
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|
|---|---|
| CRD # | 165477 |
| SEC # | 801-77168 |
| CIK # | |
| AUM | $362.5 M (2026-02-12) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 307-733-5100 |
| Address | 1110 Maple Way Jackson, WY 83001 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 213 | 99.8 |
| (b) Individuals (high net worth individuals) | 83 | 256.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 2.6 |
| (n) Other | 0 | 0.0 |
| Total | 601 | 362.5 |
| By Discretionary | ||
| Discretionary | 601 | 362.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 601 | 362.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.5 | |
| Total | 601 | 362.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Invenio Wealth Partners LLC
✚
|
FL | 0.4 |
|
Croak Asset Management LLC
✚
|
OH | 0.4 |
|
Horizon Investment Services LLC
✚
|
IN | 0.4 |
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.4 |
|
Greenfield Seitz Capital Management LLC
✚
|
TX | 0.4 |
|
Leclair Wealth Partners LLC
✚
|
OH | 0.4 |
|
Riverpath Investments LLC
✚
|
0.4 | |
|
Motive Wealth Advisors LLC
✚
|
MI | 0.4 |
|
Dynamic Market Advantage LLC
✚
|
KY | 0.4 |
|
Cox Capital Management LLC
✚
|
MA | 0.4 |