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Building 2FOCUS PLANNING GROUP

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Phone631-714-6869
NotebookSEC #801-132810
Total AUM
$41.8M
Employees
1
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
631-714-6869

ReceiptFinancials

Total AUM
$41.8M
Accounts
156
Discretionary
$41.8M
Accounts
156
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
75
AUM
$17.8M
HNW Individual Clients
7
AUM
$24M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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