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| Keyboard |
| Profocus Incorporated
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|---|---|
| CRD # | 113954 |
| SEC # | 801-124789 |
| CIK # | |
| AUM | 156.5 M (2026-03-23) |
| Employees | 7 (29% Investors, 14% Brokers) |
| Phone | 480-598-9960 |
| Address | 5010 East Warner Road Phoenix, AZ 85044-3374 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 34.9 |
| (b) Individuals (high net worth individuals) | 46 | 120.5 |
| (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 | 13 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 529 | 156.5 |
| By Discretionary | ||
| Discretionary | 529 | 156.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 529 | 156.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 156.5 | |
| Total | 529 | 156.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Delphinus Financial Advisors LLC
✚
|
MA | 157.1 M |
|
Davenport Watts & Drake Investment Advisors LLC
✚
|
MS | 157.1 M |
|
Ppsgrp LLC
✚
|
NY | 157.0 M |
|
Camden Financial Management Inc
✚
|
157.0 M | |
|
Legacy Advisory Services LLC
✚
|
PA | 156.9 M |
|
Breakwater Capital LLC
✚
|
MI | 156.6 M |
|
Dale Q Rice Investment Management Ltd
✚
|
156.6 M | |
|
Maimon Wealth Management Ltd
✚
|
156.5 M | |
|
Star Wealth Management Corporation
✚
|
MI | 156.5 M |
|
Game Plan Advisors Inc
✚
|
TX | 156.0 M |