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Building 2FOCUS FINANCIAL ADVISORS

Map pinROCKFORD, IL
Phone815-633-8844
NotebookSEC #801-113955
Total AUM
$127.4M
Employees
3
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6870 ROTE ROAD
SUITE 101
ROCKFORD
IL 61107-2690
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
815-633-8844

ReceiptFinancials

Total AUM
$127.4M
Accounts
172
Discretionary
$127.4M
Accounts
172
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
114
AUM
$28.1M
HNW Individual Clients
58
AUM
$99.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLAMNWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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