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Building 2PROFOCUS INCORPORATED

Map pinPHOENIX, AZ
Phone480-598-9960
NotebookSEC #801-124789
Total AUM
$156.5M
Employees
7
Clients
152

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5010 EAST WARNER ROAD
SUITE 202
PHOENIX
AZ 85044-3374
United States
Operating Hours
830 AM - 430 PM
MONDAY - THURSDAY
Phone
480-598-9960
Other Offices
2

ReceiptFinancials

Total AUM
$156.5M
Accounts
529
Discretionary
$156.5M
Accounts
529
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$34.9M
HNW Individual Clients
46
AUM
$120.5M
Corporation or Business Clients
13
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS MANAGEMENT SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZDCFLMDVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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