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FOCUSED ALPHA, LLC
GREENWOOD VILLAGE, CO
303-529-5100
SEC #801-121367Total AUM
$663.9M
Employees
8Clients
554Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5680 GREENWOOD PLAZA BLVD
SUITE 120
GREENWOOD VILLAGE
CO 80111
United States
SUITE 120
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
303-529-5100
Other Offices
5
Financials
Total AUM
$663.9M
Accounts
1,514Discretionary
$650.2M
Accounts
1,506Non-Discretionary
$13.7M
Accounts
8
Clients
Individual Clients
413AUM
$176.1M
HNW Individual Clients
128AUM
$316.7M
Government Entity Clients
1AUM
$150.6M
Corporation or Business Clients
12AUM
$20.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILLAMDMINCNENHNVORTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.